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Robertson Stephens Wealth Management, LLC: VBK position timeline

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

Robertson Stephens Wealth Management, LLC held 44,485 VBK 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 44,485 shares
    Change vs previous 13F +10,397 shares

    0.4% of the 13F portfolio, value $16,268,043.

    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 34,088 shares
    Change vs previous 13F +3,438 shares

    0.29% of the 13F portfolio, value $10,302,991.

    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 30,650 shares
    Change vs previous 13F +2,223 shares

    0.26% of the 13F portfolio, value $9,259,859.

    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 28,427 shares
    Change vs previous 13F +2,917 shares

    0.26% of the 13F portfolio, value $8,472,917.

    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 25,510 shares
    Change vs previous 13F -1,140 shares

    0.25% of the 13F portfolio, value $7,075,360.

    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 26,650 shares
    Change vs previous 13F +607 shares

    0.25% of the 13F portfolio, value $6,709,803.

    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 26,043 shares
    Change vs previous 13F -768 shares

    0.26% of the 13F portfolio, value $7,293,854.

    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 26,811 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,168,580.

    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).