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Disclosery

Stephens Consulting, LLC: IWR position timeline

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

Stephens Consulting, LLC held 962 IWR 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 962 shares
    Change vs previous 13F +962 shares

    0.03% of the 13F portfolio, value $92,612.

    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 ended2024-03-31
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.