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Stephens Investment Management Group LLC: USRT position timeline

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

Stephens Investment Management Group LLC held 356,379 USRT 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 356,379 shares
    Change vs previous 13F -9,256 shares

    0.27% of the 13F portfolio, value $23,681,367.

    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 365,635 shares
    Change vs previous 13F +4,983 shares

    0.27% of the 13F portfolio, value $21,641,955.

    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 360,652 shares
    Change vs previous 13F +35,324 shares

    0.26% of the 13F portfolio, value $20,542,736.

    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 325,328 shares
    Change vs previous 13F +6,605 shares

    0.24% of the 13F portfolio, value $19,103,257.

    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 318,723 shares
    Change vs previous 13F +632 shares

    0.25% of the 13F portfolio, value $18,027,000.

    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 318,091 shares
    Change vs previous 13F -5,130 shares

    0.27% of the 13F portfolio, value $18,322,033.

    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 323,221 shares
    Change vs previous 13F +12,176 shares

    0.26% of the 13F portfolio, value $18,523,823.

    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 311,045 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $19,151,050.

    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).