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Robertson Stephens Wealth Management, LLC: JBND position timeline

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

Robertson Stephens Wealth Management, LLC held 64,004 JBND 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 64,004 shares
    Change vs previous 13F +5,241 shares

    0.08% of the 13F portfolio, value $3,424,193.

    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 58,763 shares
    Change vs previous 13F +3,089 shares

    0.09% of the 13F portfolio, value $3,159,671.

    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 55,674 shares
    Change vs previous 13F +36,359 shares

    0.09% of the 13F portfolio, value $3,020,646.

    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 19,315 shares
    Change vs previous 13F +4,181 shares

    0.03% of the 13F portfolio, value $1,046,100.

    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 15,134 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $811,031.

    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).