Robertson Stephens Wealth Management, LLC

CIK
0001767307
City
San Francisco
State / Country
CA

Holdings in NMRK

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $6,891,054 397,408
2025-09-30 $6,045,751 324,169
2025-06-30 $3,969,696 326,724
2025-03-31 $3,945,611 324,208
2024-12-31 $4,088,759 319,185
2024-09-30 $4,876,404 313,999
2024-06-30 $3,151,054 308,021
2024-03-31 $3,230,073 291,260
2023-12-31 $3,140,412 286,534
2023-09-30 $1,839,815 286,130
2023-06-30 $1,649,861 265,251
2023-03-31 $1,652,868 233,456
2022-12-31 $1,826,644 229,190
2022-09-30 $1,745,820 216,603
2022-06-30 $2,047,448 211,732
2022-03-31 $3,376,186 212,072
2021-12-31 $3,814,687 203,994
2021-09-30 $3,065,931 214,251
2021-06-30 $2,496,434 207,863
2021-03-31 $2,678,298 267,696
2020-12-31 $1,950,847 267,606
2020-09-30 $960,647 222,372
2020-06-30 $1,016,823 209,223
2020-03-31 $1,101,935 259,279