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Robertson Stephens Wealth Management, LLC: SUSA position timeline

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

Robertson Stephens Wealth Management, LLC held 27,952 SUSA 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 27,952 shares
    Change vs previous 13F -212 shares

    0.11% of the 13F portfolio, value $4,312,961.

    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 28,164 shares
    Change vs previous 13F -1,394 shares

    0.1% of the 13F portfolio, value $3,720,464.

    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 29,558 shares
    Change vs previous 13F -4,047 shares

    0.12% of the 13F portfolio, value $4,118,764.

    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 33,605 shares
    Change vs previous 13F +1,041 shares

    0.14% of the 13F portfolio, value $4,558,582.

    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 32,564 shares
    Change vs previous 13F -1,865 shares

    0.14% of the 13F portfolio, value $4,127,448.

    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 34,429 shares
    Change vs previous 13F -12,360 shares

    0.15% of the 13F portfolio, value $3,954,917.

    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 46,789 shares
    Change vs previous 13F -16,301 shares

    0.2% of the 13F portfolio, value $5,689,079.

    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 63,090 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,594,155.

    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).