Robertson Stephens Wealth Management, LLC
Position in PDN — Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
CIK 1767307
San Francisco, CA
All Filings in PDN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PDN | $705,976 | 16,278 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 PDN | $686,768 | 16,278 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 PDN | $669,188 | 16,278 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 PDN | $633,539 | 16,278 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 PDN | $544,987 | 16,278 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 PDN | $514,710 | 16,278 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 PDN | $572,171 | 16,278 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 PDN | $526,104 | 16,278 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 PDN | $535,220 | 16,278 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 PDN | $538,908 | 16,592 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 PDN | $490,127 | 16,592 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 PDN | $511,033 | 16,592 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 PDN | $514,517 | 16,592 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 PDN | $680,460 | 22,973 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 PDN | $588,338 | 22,973 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 PDN | $668,744 | 22,973 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 PDN | $792,109 | 22,973 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 PDN | $845,176 | 22,973 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 PDN | $862,865 | 22,973 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 PDN | $879,176 | 22,973 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 PDN | $840,811 | 22,973 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 PDN | $793,946 | 22,973 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 PDN | $684,168 | 23,005 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||