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Stephens Consulting, LLC: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stephens Consulting, LLC on BND, newest first. How the timeline and the estimate are built.

Stephens Consulting, LLC held 407,094 BND shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 407,094 shares
    Change vs previous 13F +6,890 shares

    9.74% of the 13F portfolio, value $30,153,428.

    13F-HR 0001961632-26-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 400,204 shares
    Change vs previous 13F -150,547 shares

    10.26% of the 13F portfolio, value $29,763,205.

    13F-HR 0001961632-25-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 550,751 shares
    Change vs previous 13F -15,663 shares

    9.68% of the 13F portfolio, value $40,551,789.

    13F-HR 0001961632-25-000004 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 566,414 shares
    Change vs previous 13F +9,217 shares

    10.46% of the 13F portfolio, value $41,603,141.

    13F-HR 0001961632-25-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 557,197 shares
    Change vs previous 13F +40,592 shares

    10.05% of the 13F portfolio, value $40,068,044.

    13F-HR 0001842787-25-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 516,605 shares
    Change vs previous 13F +40,377 shares

    9.95% of the 13F portfolio, value $38,802,187.

    13F-HR 0001961632-24-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 476,228 shares
    Change vs previous 13F +48,079 shares

    9.78% of the 13F portfolio, value $34,312,209.

    13F-HR 0001961632-24-000005 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 428,149 shares
    Change vs previous 13F not available

    9.54% of the 13F portfolio, value $31,096,439.

    13F-HR 0001961632-24-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).