Stephens Investment Management Group LLC: USFR position timeline

Stephens Investment Management Group LLC held 116,500 USFR 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 116,500 shares

   Change vs previous 13F -44,611 shares

   0.07% of the 13F portfolio, value $5,865,783.

   13F-HR 0000757657-26-000017 filed by STEPHENS INC /AR/
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 161,111 shares

   Change vs previous 13F -96,854 shares

   0.1% of the 13F portfolio, value $8,110,328.

   13F-HR 0000757657-26-000013 filed by STEPHENS INC /AR/
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 257,965 shares

   Change vs previous 13F -9,671 shares

   0.16% of the 13F portfolio, value $12,980,802.

   13F-HR 0000757657-26-000003 filed by STEPHENS INC /AR/
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 267,636 shares

   Change vs previous 13F -429,676 shares

   0.17% of the 13F portfolio, value $13,454,067.

   13F-HR 0000757657-25-000022 filed by STEPHENS INC /AR/
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 697,312 shares

   Change vs previous 13F -149,146 shares

   0.48% of the 13F portfolio, value $35,081,762.

   13F-HR 0000757657-25-000019 filed by STEPHENS INC /AR/
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 846,458 shares

   Change vs previous 13F -26,400 shares

   0.62% of the 13F portfolio, value $42,602,253.

   13F-HR 0000757657-25-000012 filed by STEPHENS INC /AR/
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 872,858 shares

   Change vs previous 13F +17,251 shares

   0.62% of the 13F portfolio, value $43,922,231.

   13F-HR 0000757657-25-000004 filed by STEPHENS INC /AR/
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 855,607 shares

   Change vs previous 13F not available

   0.61% of the 13F portfolio, value $42,968,599.

   13F-HR 0001314440-24-000016 filed by STEPHENS INC /AR/
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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