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Stephens Investment Management Group LLC: XLV position timeline

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

Stephens Investment Management Group LLC held 31,358 XLV 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 31,358 shares
    Change vs previous 13F -276 shares

    0.06% of the 13F portfolio, value $4,975,230.

    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 31,634 shares
    Change vs previous 13F +1,221 shares

    0.06% of the 13F portfolio, value $4,637,911.

    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 30,413 shares
    Change vs previous 13F -3,183 shares

    0.06% of the 13F portfolio, value $4,707,954.

    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 33,596 shares
    Change vs previous 13F -9,197 shares

    0.06% of the 13F portfolio, value $4,675,546.

    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 42,793 shares
    Change vs previous 13F -631 shares

    0.08% of the 13F portfolio, value $5,768,030.

    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 43,424 shares
    Change vs previous 13F -1,801 shares

    0.09% of the 13F portfolio, value $6,340,410.

    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 45,225 shares
    Change vs previous 13F +1,630 shares

    0.09% of the 13F portfolio, value $6,221,645.

    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 43,595 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,714,516.

    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).