Skip to content
Disclosery

Robertson Stephens Wealth Management, LLC: PFF position timeline

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

Robertson Stephens Wealth Management, LLC held 420,468 PFF 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 420,468 shares
    Change vs previous 13F -5,967 shares

    0.32% of the 13F portfolio, value $12,820,075.

    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 426,435 shares
    Change vs previous 13F -18,525 shares

    0.36% of the 13F portfolio, value $12,929,513.

    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 444,960 shares
    Change vs previous 13F -4,384 shares

    0.39% of the 13F portfolio, value $13,775,965.

    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 449,344 shares
    Change vs previous 13F -856 shares

    0.43% of the 13F portfolio, value $14,208,257.

    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 450,200 shares
    Change vs previous 13F -40,842 shares

    0.48% of the 13F portfolio, value $13,812,136.

    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 491,042 shares
    Change vs previous 13F +10,256 shares

    0.56% of the 13F portfolio, value $15,089,721.

    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 480,786 shares
    Change vs previous 13F -136,799 shares

    0.54% of the 13F portfolio, value $15,115,912.

    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 617,585 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $20,522,350.

    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).