Skip to content
Disclosery

Robertson Stephens Wealth Management, LLC: SHY position timeline

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

Robertson Stephens Wealth Management, LLC held 8,855 SHY 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 8,855 shares
    Change vs previous 13F +1,121 shares

    0.02% of the 13F portfolio, value $727,049.

    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 7,734 shares
    Change vs previous 13F -13,274 shares

    0.02% of the 13F portfolio, value $638,586.

    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 21,008 shares
    Change vs previous 13F -4,317 shares

    0.05% of the 13F portfolio, value $1,739,959.

    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 25,325 shares
    Change vs previous 13F +5,553 shares

    0.06% of the 13F portfolio, value $2,100,962.

    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 19,772 shares
    Change vs previous 13F +2,958 shares

    0.06% of the 13F portfolio, value $1,638,338.

    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 16,814 shares
    Change vs previous 13F +11,752 shares

    0.05% of the 13F portfolio, value $1,391,031.

    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 5,062 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $414,982.

    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).