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Stephens Investment Management Group LLC: WM position timeline

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

Stephens Investment Management Group LLC held 114,842 WM 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 114,842 shares
    Change vs previous 13F -754 shares

    0.29% of the 13F portfolio, value $25,617,654.

    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 115,596 shares
    Change vs previous 13F -4,023 shares

    0.33% of the 13F portfolio, value $26,583,964.

    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 119,619 shares
    Change vs previous 13F -182 shares

    0.33% of the 13F portfolio, value $26,281,405.

    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 119,801 shares
    Change vs previous 13F -1,049 shares

    0.34% of the 13F portfolio, value $26,455,643.

    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 120,850 shares
    Change vs previous 13F -667 shares

    0.38% of the 13F portfolio, value $27,652,853.

    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 121,517 shares
    Change vs previous 13F -11,820 shares

    0.41% of the 13F portfolio, value $28,132,476.

    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 133,337 shares
    Change vs previous 13F -2,548 shares

    0.38% of the 13F portfolio, value $26,906,111.

    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 135,885 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $28,209,623.

    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).