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STEPHENS GROUP ASSET MANAGEMENT, LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEPHENS GROUP ASSET MANAGEMENT, LLC on IWD, newest first. How the timeline and the estimate are built.

STEPHENS GROUP ASSET MANAGEMENT, LLC held 394,433 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 394,433 shares
    Change vs previous 13F -33,700 shares

    5.59% of the 13F portfolio, value $97,791,774.

    13F-HR 0001580642-26-006823 filed by STEPHENS GROUP ASSET MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 428,133 shares
    Change vs previous 13F -3,045 shares

    5.87% of the 13F portfolio, value $103,792,288.

    13F-HR 0001580642-26-004440 filed by STEPHENS GROUP ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 431,178 shares
    Change vs previous 13F +425 shares

    5.87% of the 13F portfolio, value $92,129,807.

    13F-HR 0001580642-26-002378 filed by STEPHENS GROUP ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 430,753 shares
    Change vs previous 13F -1,041 shares

    6.05% of the 13F portfolio, value $90,604,590.

    13F-HR 0001580642-26-000144 filed by STEPHENS GROUP ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 431,794 shares
    Change vs previous 13F +13,771 shares

    5.93% of the 13F portfolio, value $87,908,944.

    13F-HR 0001580642-25-006466 filed by STEPHENS GROUP ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 418,023 shares
    Change vs previous 13F +25,722 shares

    5.84% of the 13F portfolio, value $81,192,611.

    13F-HR 0001580642-25-004320 filed by STEPHENS GROUP ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 392,301 shares
    Change vs previous 13F +26,764 shares

    5.95% of the 13F portfolio, value $73,815,360.

    13F-HR 0001580642-25-002388 filed by STEPHENS GROUP ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 365,537 shares
    Change vs previous 13F not available

    5.64% of the 13F portfolio, value $67,671,868.

    13F-HR 0001580642-25-000289 filed by STEPHENS GROUP ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).