Robertson Stephens Wealth Management, LLC reported Invesco Exchange (traded FD TR S&P500 Eql WGT) (RSP) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.63% in 2024 Q3. The latest visible filing shows RSP at 0.82% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Robertson Stephens Wealth Management, LLC's position in Invesco Exchange (traded FD TR S&P500 Eql WGT), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
RSP was reported at 0.82% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
These are the practical questions this page is built to answer before you even open the full history table.
Robertson Stephens Wealth Management, LLC reported RSP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.
The largest reported portfolio weight for RSP was 1.63% in 2024 Q3.
The most recent filing on this page is 2026 Q1, when Robertson Stephens Wealth Management, LLC reported 152,692 shares, equal to 0.82% of portfolio, with an estimated market value of $29.3M.
The chart compares Robertson Stephens Wealth Management, LLC's quarterly RSP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.
Based on 13F filing dates vs. subsequent RSP price moves, Robertson Stephens Wealth Management, LLC correctly timed 12 out of 21 reported position changes (57%). The annualised alpha on RSP relative to SPY over the holding period was -3.6%.