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CIK 0001767307 • 7 13F filings • Apr 17, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("robertson-stephens-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001172661-25-004717 |
| $3.31B |
| View |
| Jul 29, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002897 | $4.06B | View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002703 | $3.14B | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001551 | $3.57B | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001510 | $2.91B | View |