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Robertson Stephens Wealth Management, LLC: UUUU position timeline

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

Robertson Stephens Wealth Management, LLC held 950,509 UUUU 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 950,509 shares
    Change vs previous 13F +7,909 shares

    0.34% of the 13F portfolio, value $13,782,381.

    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 942,600 shares
    Change vs previous 13F -735,636 shares

    0.48% of the 13F portfolio, value $17,202,450.

    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 1,678,236 shares
    Change vs previous 13F -191,806 shares

    0.69% of the 13F portfolio, value $24,401,551.

    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 1,870,042 shares
    Change vs previous 13F -128,019 shares

    0.87% of the 13F portfolio, value $28,705,145.

    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 1,998,061 shares
    Change vs previous 13F +261,620 shares

    0.4% of the 13F portfolio, value $11,492,464.

    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 1,736,441 shares
    Change vs previous 13F +156,522 shares

    0.24% of the 13F portfolio, value $6,476,925.

    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 1,579,919 shares
    Change vs previous 13F +55,709 shares

    0.29% of the 13F portfolio, value $8,105,099.

    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 1,524,210 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,368,242.

    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).