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Disclosery

Stephens Consulting, LLC: IWF position timeline

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

Stephens Consulting, LLC held 5,770 IWF 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 5,770 shares
    Change vs previous 13F -11 shares

    0.88% of the 13F portfolio, value $2,730,919.

    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 5,781 shares
    Change vs previous 13F -1,389 shares

    0.93% of the 13F portfolio, value $2,707,738.

    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 7,170 shares
    Change vs previous 13F -10 shares

    0.73% of the 13F portfolio, value $3,044,436.

    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 7,180 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $2,592,703.

    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 7,180 shares
    Change vs previous 13F -57 shares

    0.72% of the 13F portfolio, value $2,883,313.

    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 7,237 shares
    Change vs previous 13F -13 shares

    0.7% of the 13F portfolio, value $2,716,489.

    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 7,250 shares
    Change vs previous 13F -14 shares

    0.75% of the 13F portfolio, value $2,642,778.

    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 7,264 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,448,294.

    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).