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Robertson Stephens Wealth Management, LLC

Position in TR — Tootsie Roll Industries Inc

CIK 1767307 San Francisco, CA

Position in TR

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$1,240,327
-$61,137 QoQ
Shares Held
31,361
+2.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#52
of 230 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TR Over Time

Shares Held

Position Value (USD)

Position in Confectioners

Consumer Defensive · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $2,196,019 across 3 Confectioners names. TR ranks #1 (56.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TR
Tootsie Roll Industries Inc
This page
31,361 $1,240,327

All Filings in TR

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,240,327 31,361
2026-03-31 $1,301,464 30,465
2025-12-31 $933,149 25,475