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Robertson Stephens Wealth Management, LLC: MUB position timeline

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

Robertson Stephens Wealth Management, LLC held 164,242 MUB 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 164,242 shares
    Change vs previous 13F +11,440 shares

    0.44% of the 13F portfolio, value $17,675,739.

    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 152,802 shares
    Change vs previous 13F +24,699 shares

    0.45% of the 13F portfolio, value $16,219,956.

    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 128,103 shares
    Change vs previous 13F +10,037 shares

    0.39% of the 13F portfolio, value $13,721,180.

    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 118,066 shares
    Change vs previous 13F -19,299 shares

    0.38% of the 13F portfolio, value $12,572,888.

    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 137,365 shares
    Change vs previous 13F +33,954 shares

    0.5% of the 13F portfolio, value $14,351,917.

    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 103,411 shares
    Change vs previous 13F +20,664 shares

    0.41% of the 13F portfolio, value $10,903,691.

    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 82,747 shares
    Change vs previous 13F +32,585 shares

    0.31% of the 13F portfolio, value $8,816,695.

    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 50,162 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,449,046.

    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).