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Disclosery

Robertson Stephens Wealth Management, LLC: XSOE position timeline

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

Robertson Stephens Wealth Management, LLC held 33,174 XSOE 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 33,174 shares
    Change vs previous 13F +39 shares

    0.04% of the 13F portfolio, value $1,631,495.

    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 33,135 shares
    Change vs previous 13F +9 shares

    0.04% of the 13F portfolio, value $1,328,711.

    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 33,126 shares
    Change vs previous 13F +39 shares

    0.04% of the 13F portfolio, value $1,292,595.

    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 33,087 shares
    Change vs previous 13F -279 shares

    0.04% of the 13F portfolio, value $1,255,331.

    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 33,366 shares
    Change vs previous 13F -3,367 shares

    0.04% of the 13F portfolio, value $1,150,445.

    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 36,733 shares
    Change vs previous 13F -46,828 shares

    0.04% of the 13F portfolio, value $1,133,951.

    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 83,561 shares
    Change vs previous 13F -5,027 shares

    0.09% of the 13F portfolio, value $2,549,762.

    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 88,588 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,926,057.

    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).