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STEPHENS GROUP ASSET MANAGEMENT, LLC: IWO position timeline

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

STEPHENS GROUP ASSET MANAGEMENT, LLC held 61,038 IWO 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 61,038 shares
    Change vs previous 13F -13,577 shares

    1.24% of the 13F portfolio, value $21,784,462.

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

  2. period ended2026-06-30
    13F 74,615 shares
    Change vs previous 13F -679 shares

    1.66% of the 13F portfolio, value $29,395,377.

    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 75,294 shares
    Change vs previous 13F +435 shares

    1.51% of the 13F portfolio, value $23,628,052.

    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 74,859 shares
    Change vs previous 13F +24 shares

    1.61% of the 13F portfolio, value $24,180,248.

    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 74,835 shares
    Change vs previous 13F +41,000 shares

    1.61% of the 13F portfolio, value $23,950,236.

    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 33,835 shares
    Change vs previous 13F +6,937 shares

    0.7% of the 13F portfolio, value $9,672,111.

    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 26,898 shares
    Change vs previous 13F +7,011 shares

    0.55% of the 13F portfolio, value $6,873,280.

    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 19,887 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,723,914.

    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).