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Stephens Consulting, LLC: IBTG position timeline

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

Stephens Consulting, LLC held 397,664 IBTG 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 397,664 shares
    Change vs previous 13F +6,256 shares

    2.94% of the 13F portfolio, value $9,096,557.

    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 391,408 shares
    Change vs previous 13F -15,215 shares

    3.1% of the 13F portfolio, value $8,982,813.

    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 406,623 shares
    Change vs previous 13F +4,462 shares

    2.23% of the 13F portfolio, value $9,323,872.

    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 402,161 shares
    Change vs previous 13F +3,659 shares

    2.32% of the 13F portfolio, value $9,225,567.

    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 398,502 shares
    Change vs previous 13F +289,502 shares

    2.28% of the 13F portfolio, value $9,089,836.

    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 109,000 shares
    Change vs previous 13F +8,680 shares

    0.64% of the 13F portfolio, value $2,514,076.

    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 100,320 shares
    Change vs previous 13F +84,001 shares

    0.65% of the 13F portfolio, value $2,272,730.

    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 16,319 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $370,599.

    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).