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Stephens Consulting, LLC: DTE position timeline

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

Stephens Consulting, LLC held 8,686 DTE 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 8,686 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,120,321.

    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 8,686 shares
    Change vs previous 13F -208 shares

    0.42% of the 13F portfolio, value $1,228,461.

    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 8,894 shares
    Change vs previous 13F -142 shares

    0.28% of the 13F portfolio, value $1,178,100.

    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 9,036 shares
    Change vs previous 13F +5,194 shares

    0.31% of the 13F portfolio, value $1,249,408.

    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 3,842 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $463,922.

    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 3,842 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $493,352.

    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 3,842 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $426,501.

    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 3,842 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $430,842.

    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).