Skip to content

Robertson Stephens Wealth Management, LLC: SPTL position timeline

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

Robertson Stephens Wealth Management, LLC held 73,415 SPTL 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 73,415 shares
    Change vs previous 13F -12,217 shares

    0.05% of the 13F portfolio, value $1,925,688.

    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 85,632 shares
    Change vs previous 13F -165,428 shares

    0.06% of the 13F portfolio, value $2,252,134.

    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 251,060 shares
    Change vs previous 13F -30,938 shares

    0.19% of the 13F portfolio, value $6,645,571.

    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 281,998 shares
    Change vs previous 13F -53,884 shares

    0.23% of the 13F portfolio, value $7,599,855.

    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 335,882 shares
    Change vs previous 13F +171,507 shares

    0.31% of the 13F portfolio, value $8,927,752.

    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 164,375 shares
    Change vs previous 13F +8,714 shares

    0.17% of the 13F portfolio, value $4,480,880.

    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 155,661 shares
    Change vs previous 13F -389,319 shares

    0.15% of the 13F portfolio, value $4,076,762.

    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 544,980 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $15,842,569.

    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).