Robertson Stephens Wealth Management, LLC
Position in STNC — Stance Equity ESG Large Cap Core ETF
CIK 1767307
San Francisco, CA
All Filings in STNC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,703,349 | 462,380 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,387,933 | 192,756 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,008,270 | 214,517 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,098,882 | 229,968 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,773,257 | 596,038 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $19,805,891 | 652,798 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $21,132,634 | 674,776 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,226,557 | 755,774 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $23,863,625 | 788,385 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,658,628 | 805,898 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $20,307,021 | 804,876 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,122,025 | 821,403 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $21,968,434 | 829,749 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $20,881,154 | 823,292 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||