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Robertson Stephens Wealth Management, LLC: SPY position timeline

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

Robertson Stephens Wealth Management, LLC held 71,366 SPY 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 71,366 shares
    Change vs previous 13F -531 shares

    1.32% of the 13F portfolio, value $53,430,346.

    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 71,897 shares
    Change vs previous 13F -11,329 shares

    1.31% of the 13F portfolio, value $46,885,703.

    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 83,226 shares
    Change vs previous 13F -198,491 shares

    1.6% of the 13F portfolio, value $56,919,487.

    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 281,717 shares
    Change vs previous 13F +189,684 shares

    5.67% of the 13F portfolio, value $187,812,819.

    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 92,033 shares
    Change vs previous 13F +4,811 shares

    1.98% of the 13F portfolio, value $57,014,359.

    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 87,222 shares
    Change vs previous 13F -14,500 shares

    1.83% of the 13F portfolio, value $48,937,981.

    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 101,722 shares
    Change vs previous 13F +7,988 shares

    2.13% of the 13F portfolio, value $59,814,324.

    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 93,734 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $53,924,886.

    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).