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Stephens Investment Management Group LLC: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stephens Investment Management Group LLC on IYR, newest first. How the timeline and the estimate are built.

Stephens Investment Management Group LLC held 34,107 IYR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,107 shares
    Change vs previous 13F -494 shares

    0.04% of the 13F portfolio, value $3,487,469.

    13F-HR 0000757657-26-000017 filed by STEPHENS INC /AR/
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 34,601 shares
    Change vs previous 13F -341 shares

    0.04% of the 13F portfolio, value $3,271,905.

    13F-HR 0000757657-26-000013 filed by STEPHENS INC /AR/
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 34,942 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $3,280,710.

    13F-HR 0000757657-26-000003 filed by STEPHENS INC /AR/
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 34,940 shares
    Change vs previous 13F -139 shares

    0.04% of the 13F portfolio, value $3,392,012.

    13F-HR 0000757657-25-000022 filed by STEPHENS INC /AR/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 35,079 shares
    Change vs previous 13F -1,329 shares

    0.05% of the 13F portfolio, value $3,324,458.

    13F-HR 0000757657-25-000019 filed by STEPHENS INC /AR/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 36,408 shares
    Change vs previous 13F -1,091 shares

    0.05% of the 13F portfolio, value $3,486,092.

    13F-HR 0000757657-25-000012 filed by STEPHENS INC /AR/
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 37,499 shares
    Change vs previous 13F -294 shares

    0.05% of the 13F portfolio, value $3,489,619.

    13F-HR 0000757657-25-000004 filed by STEPHENS INC /AR/
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 37,793 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,849,978.

    13F-HR 0001314440-24-000016 filed by STEPHENS INC /AR/
    Filed (acceptance time not in the bulk data set), ingested

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