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Robertson Stephens Wealth Management, LLC

Position in CEF — CEF ETF

CIK 1767307 San Francisco, CA

All Filings in CEF

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,446,058 110,516
2026-03-31 $5,269,051 110,416
2025-12-31 $4,587,602 100,166
2025-09-30 $3,675,090 100,166
2025-06-30 $3,002,234 99,742
2025-03-31 $6,206,334 218,456
2024-12-31 $2,051,034 86,323