Robertson Stephens Wealth Management, LLC
CIK
0001767307
City
San Francisco
State / Country
CA
Holdings in CEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,587,602 | 100,166 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $3,675,090 | 100,166 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $3,002,234 | 99,742 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $6,206,334 | 218,456 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $2,051,034 | 86,323 | Shares | Sole | 2025-01-27 |