Number of Shares
543
Previous 609 10.84%
Holding current value
$20.9 Million
Previous $23.6 Million 11.62%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

SELL
N/A
-66 Reduced 10.84%
543 $20.9 Million
Q1 2025

Apr 17, 2025

BUY
N/A
163 Added 36.55%
609 $23.6 Million
Q4 2024

Jan 24, 2025

BUY
N/A
275 Added 160.82%
446 $15.1 Million
Q3 2022

Jan 19, 2023

BUY
N/A
171 New
171 $5.03 Million
Track This Portfolio

Track Stephens Consulting, LLC Portfolio

Follow Stephens Consulting, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stephens Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stephens Consulting, LLC with notifications on news.