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Stephens Investment Management Group LLC: XLC position timeline

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

Stephens Investment Management Group LLC held 39,000 XLC 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 39,000 shares
    Change vs previous 13F +1,051 shares

    0.05% of the 13F portfolio, value $4,178,117.

    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 37,949 shares
    Change vs previous 13F +1,958 shares

    0.05% of the 13F portfolio, value $4,206,998.

    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 35,991 shares
    Change vs previous 13F -6,316 shares

    0.05% of the 13F portfolio, value $4,236,829.

    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 42,307 shares
    Change vs previous 13F -1,417 shares

    0.06% of the 13F portfolio, value $5,007,843.

    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 43,724 shares
    Change vs previous 13F +4,652 shares

    0.07% of the 13F portfolio, value $4,745,418.

    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 39,072 shares
    Change vs previous 13F -16,378 shares

    0.06% of the 13F portfolio, value $3,768,493.

    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 55,450 shares
    Change vs previous 13F -1,987 shares

    0.08% of the 13F portfolio, value $5,368,131.

    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 57,437 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,192,264.

    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).