Robertson Stephens Wealth Management, LLC
Holdings in OZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,378,831 | 21,203 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $1,371,136 | 21,424 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,394,166 | 21,424 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $1,381,848 | 21,424 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $1,658,217 | 21,424 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $1,478,684 | 21,424 | Shares | Sole | 2024-11-12 |