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Robertson Stephens Wealth Management, LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Robertson Stephens Wealth Management, LLC on IWR, newest first. How the timeline and the estimate are built.

Robertson Stephens Wealth Management, LLC held 565,606 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 565,606 shares
    Change vs previous 13F +250,016 shares

    1.54% of the 13F portfolio, value $62,397,670.

    13F-HR 0001172661-26-002897 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 315,590 shares
    Change vs previous 13F +124,174 shares

    0.86% of the 13F portfolio, value $30,684,817.

    13F-HR 0001172661-26-001551 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 191,416 shares
    Change vs previous 13F +24,176 shares

    0.52% of the 13F portfolio, value $18,427,675.

    13F-HR 0001172661-26-000416 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 167,240 shares
    Change vs previous 13F +38,439 shares

    0.49% of the 13F portfolio, value $16,147,112.

    13F-HR 0001172661-25-004717 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 128,801 shares
    Change vs previous 13F +6,689 shares

    0.41% of the 13F portfolio, value $11,845,857.

    13F-HR 0001172661-25-002703 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 122,112 shares
    Change vs previous 13F -20,217 shares

    0.39% of the 13F portfolio, value $10,388,105.

    13F-HR 0001172661-25-001510 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 142,329 shares
    Change vs previous 13F +31,608 shares

    0.45% of the 13F portfolio, value $12,581,921.

    13F-HR 0001172661-25-000364 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 110,721 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,759,079.

    13F-HR 0001172661-24-004572 filed by Robertson Stephens Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).