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Robertson Stephens Wealth Management, LLC: SDY position timeline

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

Robertson Stephens Wealth Management, LLC held 3,352 SDY 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 3,352 shares
    Change vs previous 13F -799 shares

    0.01% of the 13F portfolio, value $510,103.

    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 4,151 shares
    Change vs previous 13F -59 shares

    0.02% of the 13F portfolio, value $605,823.

    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 4,210 shares
    Change vs previous 13F -284 shares

    0.02% of the 13F portfolio, value $585,924.

    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 4,494 shares
    Change vs previous 13F +800 shares

    0.02% of the 13F portfolio, value $629,461.

    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 3,694 shares
    Change vs previous 13F -434 shares

    0.02% of the 13F portfolio, value $501,357.

    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 4,128 shares
    Change vs previous 13F +334 shares

    0.02% of the 13F portfolio, value $560,215.

    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 3,794 shares
    Change vs previous 13F +194 shares

    0.02% of the 13F portfolio, value $501,216.

    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 3,600 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $511,385.

    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).