Robertson Stephens Wealth Management, LLC: WY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Robertson Stephens Wealth Management, LLC on WY, newest first. How the timeline and the estimate are built.
Robertson Stephens Wealth Management, LLC held 82,225 WY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 82,225 sharesChange vs previous 13F +478 shares
0.05% of the 13F portfolio, value $1,968,462.
13F-HR 0001172661-26-002897 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 81,747 sharesChange vs previous 13F +2,872 shares
0.06% of the 13F portfolio, value $1,997,079.
13F-HR 0001172661-26-001551 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 78,875 sharesChange vs previous 13F +78,875 shares
0.05% of the 13F portfolio, value $1,868,569.
13F-HR 0001172661-26-000416 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -6,452 shares
13F-HR 0001172661-25-000364 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 6,452 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $218,465.
13F-HR 0001172661-24-004572 filed by Robertson Stephens Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).