Robertson Stephens Wealth Management, LLC

SEC CIK: 0001767307
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

ALLE holding history

Allegion plc in every 13F filed by Robertson Stephens Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALLE overview All 13F holders of ALLE Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of ALLE by Robertson Stephens Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−3,163−100.0%	Sold out	Holders
Q3 2024	3,163	$461.0K	<0.1%	+3,163	New	Holders
Q2 2024	0	$0	0.0%	−5,355−100.0%	Sold out	Holders
Q1 2024	5,355	$721.4K	<0.1%	+5,355	New	Holders