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Stephens Investment Management Group LLC: XLU position timeline

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

Stephens Investment Management Group LLC held 90,915 XLU 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 90,915 shares
    Change vs previous 13F +1,699 shares

    0.05% of the 13F portfolio, value $4,122,077.

    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 89,216 shares
    Change vs previous 13F +3,015 shares

    0.05% of the 13F portfolio, value $4,094,114.

    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 86,201 shares
    Change vs previous 13F +44,802 shares

    0.05% of the 13F portfolio, value $3,679,924.

    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 41,399 shares
    Change vs previous 13F +9,734 shares

    0.05% of the 13F portfolio, value $3,610,427.

    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 31,665 shares
    Change vs previous 13F +15,543 shares

    0.04% of the 13F portfolio, value $2,585,801.

    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 16,122 shares
    Change vs previous 13F +201 shares

    0.02% of the 13F portfolio, value $1,271,181.

    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 15,921 shares
    Change vs previous 13F -6,221 shares

    0.02% of the 13F portfolio, value $1,205,051.

    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 22,142 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,788,606.

    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).