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Stephens Investment Management Group LLC: SRE position timeline

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

Stephens Investment Management Group LLC held 6,039 SRE 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 6,039 shares
    Change vs previous 13F -17 shares

    0.01% of the 13F portfolio, value $559,876.

    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 6,056 shares
    Change vs previous 13F -1,106 shares

    0.01% of the 13F portfolio, value $588,462.

    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 7,162 shares
    Change vs previous 13F -2,727 shares

    0.01% of the 13F portfolio, value $632,333.

    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 9,889 shares
    Change vs previous 13F -1,562 shares

    0.01% of the 13F portfolio, value $889,812.

    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 11,451 shares
    Change vs previous 13F -240 shares

    0.01% of the 13F portfolio, value $867,642.

    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 11,691 shares
    Change vs previous 13F -439 shares

    0.01% of the 13F portfolio, value $834,270.

    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 12,130 shares
    Change vs previous 13F -901 shares

    0.01% of the 13F portfolio, value $1,064,072.

    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 13,031 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,089,761.

    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).