Robertson Stephens Wealth Management, LLC
Holdings in IFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $342,750 | 25,000 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $717,850 | 49,000 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $509,950 | 30,850 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $447,079 | 28,350 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $410,287 | 26,050 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $495,471 | 26,050 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $465,253 | 26,050 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $290,674 | 14,200 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $259,718 | 14,200 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $247,364 | 14,200 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $252,320 | 15,200 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $177,021 | 11,700 | Shares | Sole | 2023-05-11 |