Robertson Stephens Wealth Management, LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Robertson Stephens Wealth Management, LLC on PM, newest first. How the timeline and the estimate are built.
Robertson Stephens Wealth Management, LLC held 3,268 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 3,268 sharesChange vs previous 13F -18 shares
0.01% of the 13F portfolio, value $595,948.
13F-HR 0001172661-26-002897 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,286 sharesChange vs previous 13F +332 shares
0.02% of the 13F portfolio, value $548,041.
13F-HR 0001172661-26-001551 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,954 sharesChange vs previous 13F +513 shares
0.01% of the 13F portfolio, value $478,212.
13F-HR 0001172661-26-000416 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,441 sharesChange vs previous 13F -1,239 shares
0.01% of the 13F portfolio, value $395,941.
13F-HR 0001172661-25-004717 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,680 sharesChange vs previous 13F -341 shares
0.02% of the 13F portfolio, value $675,206.
13F-HR 0001172661-25-002703 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,021 sharesChange vs previous 13F -3,917 shares
0.02% of the 13F portfolio, value $643,417.
13F-HR 0001172661-25-001510 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,938 sharesChange vs previous 13F +4,467 shares
0.03% of the 13F portfolio, value $966,059.
13F-HR 0001172661-25-000364 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,471 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $426,065.
13F-HR 0001172661-24-004572 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).