Robertson Stephens Wealth Management, LLC

SEC CIK: 0001767307
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

V holding history

Visa 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.

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

Shares (Q2 2026): 30,755
Value: $10.6M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of V by Robertson Stephens Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,755	$10.6M	0.3%	+65+0.2%	Added	Holders
Q1 2026	30,690	$9.28M	0.3%	−1,697−5.2%	Reduced	Holders
Q4 2025	32,387	$11.4M	0.3%	+5,245+19.3%	Added	Holders
Q3 2025	27,142	$9.27M	0.3%	−664−2.4%	Reduced	Holders
Q2 2025	27,806	$9.87M	0.3%	+513+1.9%	Added	Holders
Q1 2025	27,293	$9.57M	0.4%	−946−3.3%	Reduced	Holders
Q4 2024	28,239	$8.92M	0.3%	−5,865−17.2%	Reduced	Holders
Q3 2024	34,104	$9.38M	0.3%	−2,713−7.4%	Reduced	Holders
Q2 2024	36,817	$9.66M	0.5%	+442+1.2%	Added	Holders
Q1 2024	36,375	$10.2M	0.6%	+3,861+11.9%	Added	Holders
Q4 2023	32,514	$8.47M	0.5%	−2,398−6.9%	Reduced	Holders
Q3 2023	34,912	$8.03M	0.5%	+531+1.5%	Added	Holders
Q2 2023	34,381	$8.16M	0.6%	−1,439−4.0%	Reduced	Holders
Q1 2023	35,820	$8.08M	0.6%	−784−2.1%	Reduced	Holders
Q4 2022	36,604	$7.60M	0.7%	−1,546−4.1%	Reduced	Holders
Q3 2022	38,150	$6.78M	0.8%	+1,513+4.1%	Added	Holders
Q2 2022	36,637	$7.21M	0.7%	−1,458−3.8%	Reduced	Holders
Q1 2022	38,095	$8.45M	0.7%	+4,128+12.2%	Added	Holders
Q4 2021	33,967	$7.36M	0.6%	+28,108+479.7%	Added	Holders
Q3 2021	5,859	$1.30M	0.2%	−432−6.9%	Reduced	Holders
Q2 2021	6,291	$1.47M	0.2%	−2,083−24.9%	Reduced	Holders
Q1 2021	8,374	$1.77M	0.3%	–	–	Holders

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