Robertson Stephens Wealth Management, LLC

SEC CIK: 0001767307
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

STWD holding history

Starwood Property Trust, Inc. 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.

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of STWD by Robertson Stephens Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−101,160−100.0%	Sold out	Holders
Q1 2024	101,160	$2.34M	0.1%	+90,360+836.7%	Added	Holders
Q4 2023	10,800	$258.1K	<0.1%	+10,800	New	Holders