Robertson Stephens Wealth Management, LLC

SEC CIK: 0001767307
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust 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.

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

Shares (Q2 2026): 4,406
Value: $2.31M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIA by Robertson Stephens Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,406	$2.31M	0.1%	−128−2.8%	Reduced	Holders
Q1 2026	4,534	$2.10M	0.1%	−104−2.2%	Reduced	Holders
Q4 2025	4,638	$2.23M	0.1%	+13+0.3%	Added	Holders
Q3 2025	4,625	$2.15M	0.1%	−74−1.6%	Reduced	Holders
Q2 2025	4,699	$2.08M	0.1%	−3,229−40.7%	Reduced	Holders
Q1 2025	7,928	$3.34M	0.1%	−18,403−69.9%	Reduced	Holders
Q4 2024	26,331	$11.2M	0.4%	+2,461+10.3%	Added	Holders
Q3 2024	23,870	$10.1M	0.4%	−2,364−9.0%	Reduced	Holders
Q2 2024	26,234	$10.3M	0.5%	−14,348−35.4%	Reduced	Holders
Q1 2024	40,582	$16.2M	0.9%	+3,333+8.9%	Added	Holders
Q4 2023	37,249	$14.1M	0.9%	+3,605+10.7%	Added	Holders
Q3 2023	33,644	$11.3M	0.8%	+1,557+4.9%	Added	Holders
Q2 2023	32,087	$11.1M	0.8%	+30,258+1,654.3%	Added	Holders
Q1 2023	1,829	$609.9K	<0.1%	+129+7.6%	Added	Holders
Q4 2022	1,700	$564.5K	0.1%	−9−0.5%	Reduced	Holders
Q3 2022	1,709	$492.0K	0.1%	−200−10.5%	Reduced	Holders
Q2 2022	1,909	$588.0K	0.1%	00.0%	Unchanged	Holders
Q1 2022	1,909	$663.0K	0.1%	00.0%	Unchanged	Holders
Q4 2021	1,909	$694.0K	0.1%	+9+0.5%	Added	Holders
Q3 2021	1,900	$645.0K	0.1%	−100−5.0%	Reduced	Holders
Q2 2021	2,000	$690.0K	0.1%	+300+17.6%	Added	Holders
Q1 2021	1,700	$562.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.