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STEPHENS GROUP ASSET MANAGEMENT, LLC: IWP position timeline

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

STEPHENS GROUP ASSET MANAGEMENT, LLC held 633,950 IWP 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 633,950 shares
    Change vs previous 13F +70,933 shares

    4.99% of the 13F portfolio, value $87,282,236.

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

  2. period ended2026-06-30
    13F 563,017 shares
    Change vs previous 13F +12,027 shares

    4.66% of the 13F portfolio, value $82,431,383.

    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 550,990 shares
    Change vs previous 13F +12,394 shares

    4.5% of the 13F portfolio, value $70,592,895.

    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 538,596 shares
    Change vs previous 13F +2,053 shares

    4.93% of the 13F portfolio, value $73,755,397.

    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 536,543 shares
    Change vs previous 13F +7,640 shares

    5.15% of the 13F portfolio, value $76,409,151.

    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 528,903 shares
    Change vs previous 13F +19,822 shares

    5.28% of the 13F portfolio, value $73,348,329.

    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 509,081 shares
    Change vs previous 13F +64,211 shares

    4.82% of the 13F portfolio, value $59,811,978.

    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 444,870 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $56,387,328.

    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).