Robertson Stephens Wealth Management, LLC
- SEC CIK
- 0001767307
- Latest filing
- Jul 29, 2026
CALB holding history
California BanCorp 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.
CALB overviewAll 13F holders of CALBFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −33,698−100.0% | Sold out | Holders |
| Q2 2024 | 33,698 | $724.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 33,698 | $741.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 33,698 | $834.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 33,698 | $677.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 33,698 | $505.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 33,698 | $657.4K | 0.1% | +33,698 | New | Holders |