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Stephens Investment Management Group LLC: SPY position timeline

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

Stephens Investment Management Group LLC held 167,417 SPY 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 167,417 shares
    Change vs previous 13F +863 shares

    1.4% of the 13F portfolio, value $125,021,837.

    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 166,554 shares
    Change vs previous 13F -30,314 shares

    1.36% of the 13F portfolio, value $108,316,464.

    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 196,868 shares
    Change vs previous 13F +4,522 shares

    1.67% of the 13F portfolio, value $134,247,894.

    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 192,346 shares
    Change vs previous 13F -3,392 shares

    1.64% of the 13F portfolio, value $128,336,641.

    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 195,738 shares
    Change vs previous 13F +3,581 shares

    1.67% of the 13F portfolio, value $121,183,392.

    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 192,157 shares
    Change vs previous 13F -12,895 shares

    1.58% of the 13F portfolio, value $107,490,682.

    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 205,052 shares
    Change vs previous 13F +1,514 shares

    1.68% of the 13F portfolio, value $120,176,863.

    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 203,538 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $116,781,984.

    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).