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STEPHENS GROUP ASSET MANAGEMENT, LLC: VOT position timeline

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

STEPHENS GROUP ASSET MANAGEMENT, LLC held 689,650 VOT 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 689,650 shares
    Change vs previous 13F +23,323 shares

    11.51% of the 13F portfolio, value $201,446,765.

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

  2. period ended2026-06-30
    13F 666,327 shares
    Change vs previous 13F +6,008 shares

    11.54% of the 13F portfolio, value $204,095,960.

    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 660,319 shares
    Change vs previous 13F +205,546 shares

    10.83% of the 13F portfolio, value $169,933,095.

    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 454,773 shares
    Change vs previous 13F +7,008 shares

    8.48% of the 13F portfolio, value $126,945,335.

    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 447,765 shares
    Change vs previous 13F +67,587 shares

    8.87% of the 13F portfolio, value $131,548,879.

    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 380,178 shares
    Change vs previous 13F +32,362 shares

    7.78% of the 13F portfolio, value $108,118,821.

    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 347,816 shares
    Change vs previous 13F -102,602 shares

    6.86% of the 13F portfolio, value $85,089,706.

    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 450,418 shares
    Change vs previous 13F not available

    9.52% of the 13F portfolio, value $114,293,568.

    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).