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Stephens Investment Management Group LLC: XLF position timeline

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

Stephens Investment Management Group LLC held 129,410 XLF 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 129,410 shares
    Change vs previous 13F +5,734 shares

    0.08% of the 13F portfolio, value $6,937,668.

    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 123,676 shares
    Change vs previous 13F +8,064 shares

    0.08% of the 13F portfolio, value $6,105,889.

    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 115,612 shares
    Change vs previous 13F +4,754 shares

    0.08% of the 13F portfolio, value $6,332,079.

    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 110,858 shares
    Change vs previous 13F +2,789 shares

    0.08% of the 13F portfolio, value $5,971,898.

    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 108,069 shares
    Change vs previous 13F -4,070 shares

    0.08% of the 13F portfolio, value $5,659,595.

    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 112,139 shares
    Change vs previous 13F -22,875 shares

    0.08% of the 13F portfolio, value $5,585,651.

    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 135,014 shares
    Change vs previous 13F +39,494 shares

    0.09% of the 13F portfolio, value $6,525,230.

    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 95,520 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,328,988.

    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).