Stephens Investment Management Group LLC: XLRE position timeline

Stephens Investment Management Group LLC held 55,756 XLRE 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 55,756 shares

   Change vs previous 13F +2,844 shares

   0.03% of the 13F portfolio, value $2,454,931.

   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 52,912 shares

   Change vs previous 13F +724 shares

   0.03% of the 13F portfolio, value $2,160,397.

   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 52,188 shares

   Change vs previous 13F -34,930 shares

   0.03% of the 13F portfolio, value $2,105,802.

   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 87,118 shares

   Change vs previous 13F -20 shares

   0.05% of the 13F portfolio, value $3,670,298.

   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 87,138 shares

   Change vs previous 13F +5,649 shares

   0.05% of the 13F portfolio, value $3,609,239.

   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 81,489 shares

   Change vs previous 13F +3,602 shares

   0.05% of the 13F portfolio, value $3,410,299.

   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 77,887 shares

   Change vs previous 13F +4,486 shares

   0.04% of the 13F portfolio, value $3,167,671.

   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 73,401 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $3,278,815.

   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).