Robertson Stephens Wealth Management, LLC

SEC CIK: 0001767307
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

USB holding history

US Bancorp DE 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.

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

Shares (Q2 2026): 11,626
Value: $708.3K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of USB by Robertson Stephens Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,626	$708.3K	<0.1%	−78−0.7%	Reduced	Holders
Q1 2026	11,704	$614.8K	<0.1%	−18−0.2%	Reduced	Holders
Q4 2025	11,722	$631.6K	<0.1%	−1,525−11.5%	Reduced	Holders
Q3 2025	13,247	$647.1K	<0.1%	−7,224−35.3%	Reduced	Holders
Q2 2025	20,471	$936.6K	<0.1%	−13−0.1%	Reduced	Holders
Q1 2025	20,484	$875.1K	<0.1%	−4,035−16.5%	Reduced	Holders
Q4 2024	24,519	$1.18M	<0.1%	+177+0.7%	Added	Holders
Q3 2024	24,342	$1.13M	<0.1%	−276−1.1%	Reduced	Holders
Q2 2024	24,618	$989.4K	0.1%	+1,088+4.6%	Added	Holders
Q1 2024	23,530	$1.06M	0.1%	−15−0.1%	Reduced	Holders
Q4 2023	23,545	$1.03M	0.1%	−1,857−7.3%	Reduced	Holders
Q3 2023	25,402	$852.0K	0.1%	+16+0.1%	Added	Holders
Q2 2023	25,386	$850.9K	0.1%	−2,064−7.5%	Reduced	Holders
Q1 2023	27,450	$1.00M	0.1%	+1,004+3.8%	Added	Holders
Q4 2022	26,446	$1.17M	0.1%	−5,635−17.6%	Reduced	Holders
Q3 2022	32,081	$1.31M	0.1%	−2,138−6.2%	Reduced	Holders
Q2 2022	34,219	$1.59M	0.2%	00.0%	Unchanged	Holders
Q1 2022	34,219	$1.83M	0.2%	+357+1.1%	Added	Holders
Q4 2021	33,862	$1.92M	0.2%	−41−0.1%	Reduced	Holders
Q3 2021	33,903	$2.03M	0.2%	−1,798−5.0%	Reduced	Holders
Q2 2021	35,701	$2.05M	0.2%	+5,567+18.5%	Added	Holders
Q1 2021	30,134	$1.68M	0.3%	–	–	Holders

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