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Robertson Stephens Wealth Management, LLCETFConcentrated trader

CIK: 0001767307 | San Francisco, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR639$4.1B2026-10-16SEC ↗
Q2 2026
13F-HR645$4.1B2026-07-29SEC ↗
Q1 2026
13F-HR615$3.6B2026-04-28SEC ↗
Q4 2025
13F-HR654$3.8B2026-02-02SEC ↗
Q3 2025
13F-HR530$3.3B2025-11-12SEC ↗
Q2 2025
13F-HR550$3.1B2025-07-24SEC ↗
Q1 2025
13F-HR544$2.9B2025-04-17SEC ↗
Q4 2024
13F-HR557$2.8B2025-01-27SEC ↗
Q3 2024
13F-HR619$2.8B2024-11-12SEC ↗
Q2 2024
13F-HR491$2.0B2024-08-13SEC ↗
Q1 2024
13F-HR490$1.9B2024-05-15SEC ↗
Q4 2023
13F-HR442$1.6B2024-02-06SEC ↗
Q3 2023
13F-HR442$1.5B2023-11-13SEC ↗
Q2 2023
13F-HR417$1.4B2023-08-11SEC ↗
Q1 2023
13F-HR439$1.3B2023-05-11SEC ↗
Q4 2022
13F-HR406$1.0B2023-02-14SEC ↗
Q3 2022
13F-HR359$79.7M2022-11-14SEC ↗
Q2 2022
13F-HR374$53.0M2022-08-12SEC ↗
Q1 2022
13F-HR379$51.3M2022-05-16SEC ↗
Q4 2021
13F-HR381$75.8M2022-02-14SEC ↗
Q3 2021
13F-HR309$74.7M2021-11-10SEC ↗
Q2 2021
13F-HR334$24.6M2021-08-17SEC ↗
Q1 2021
13F-HR282$22.0M2021-05-07SEC ↗
Q4 2020
13F-HR245$25.7M2021-02-10SEC ↗
Q3 2020
13F-HR237$25.5M2020-11-10SEC ↗
Q2 2020
13F-HR188$29.9M2020-08-12SEC ↗
Q1 2020
13F-HR180$24.2M2020-05-01SEC ↗
Q4 2019
13F-HR104$9.5M2020-02-14SEC ↗
Q3 2019
13F-HR122$4.0M2019-11-14SEC ↗
Q2 2019
13F-HR68$356.5K2019-07-31SEC ↗
Q1 2019
13F-HR61$829.3K2019-05-15SEC ↗
Q4 2018
13F-HR56$749.3K2019-02-12SEC ↗