Number of Shares
157
Previous 117 34.19%
Holding current value
$1.63 Million
Previous $1.03 Million 57.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2025

BUY
N/A
40 Added 34.19%
157 $1.63 Million
Q1 2025

Apr 17, 2025

BUY
N/A
40 Added 51.95%
117 $1.03 Million
Q1 2023

Apr 19, 2023

BUY
N/A
77 New
77 $924,000
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.