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Stephens Investment Management Group LLC: SOXX position timeline

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

Stephens Investment Management Group LLC held 8,243 SOXX 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 8,243 shares
    Change vs previous 13F -24 shares

    0.06% of the 13F portfolio, value $5,281,475.

    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 8,267 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $2,716,923.

    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 8,266 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $2,489,158.

    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 8,267 shares
    Change vs previous 13F -88 shares

    0.03% of the 13F portfolio, value $2,241,297.

    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 8,355 shares
    Change vs previous 13F -20,156 shares

    0.03% of the 13F portfolio, value $1,994,357.

    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 28,511 shares
    Change vs previous 13F +15,291 shares

    0.08% of the 13F portfolio, value $5,364,961.

    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 13,220 shares
    Change vs previous 13F -662 shares

    0.04% of the 13F portfolio, value $2,848,740.

    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 13,882 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,200,988.

    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).