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Stephens Consulting, LLC: VOO position timeline

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

Stephens Consulting, LLC held 105,780 VOO 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 105,780 shares
    Change vs previous 13F +881 shares

    21.44% of the 13F portfolio, value $66,337,537.

    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 104,899 shares
    Change vs previous 13F -47,652 shares

    22.15% of the 13F portfolio, value $64,238,244.

    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 152,551 shares
    Change vs previous 13F +166 shares

    20.68% of the 13F portfolio, value $86,653,456.

    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 152,385 shares
    Change vs previous 13F +2,637 shares

    19.69% of the 13F portfolio, value $78,312,361.

    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 149,748 shares
    Change vs previous 13F +938 shares

    20.24% of the 13F portfolio, value $80,685,772.

    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 148,810 shares
    Change vs previous 13F +2,374 shares

    20.13% of the 13F portfolio, value $78,522,403.

    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 146,436 shares
    Change vs previous 13F +18,615 shares

    20.88% of the 13F portfolio, value $73,236,900.

    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 127,821 shares
    Change vs previous 13F not available

    18.85% of the 13F portfolio, value $61,443,532.

    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).