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STEPHENS GROUP ASSET MANAGEMENT, LLC: IWF position timeline

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

STEPHENS GROUP ASSET MANAGEMENT, LLC held 765,350 IWF 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 765,350 shares
    Change vs previous 13F +31,579 shares

    5.48% of the 13F portfolio, value $95,867,741.

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

  2. period ended2026-06-30
    13F 733,771 shares
    Change vs previous 13F +551,523 shares

    5.15% of the 13F portfolio, value $91,112,320.

    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 182,248 shares
    Change vs previous 13F +3,216 shares

    4.95% of the 13F portfolio, value $77,710,461.

    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 179,032 shares
    Change vs previous 13F -972 shares

    5.66% of the 13F portfolio, value $84,735,750.

    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 180,004 shares
    Change vs previous 13F -17,646 shares

    5.68% of the 13F portfolio, value $84,315,579.

    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 197,650 shares
    Change vs previous 13F +12,924 shares

    6.04% of the 13F portfolio, value $83,918,151.

    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 184,726 shares
    Change vs previous 13F +17,408 shares

    5.38% of the 13F portfolio, value $66,702,639.

    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 167,318 shares
    Change vs previous 13F not available

    5.6% of the 13F portfolio, value $67,191,481.

    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).