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Manager record

Steph & Co

Marinette, WI · CIK 941519 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$392.37MReported 13F valueQ3 2026 · as filed
279Holdings listed
-0.7%vs prior quartervalue change includes market moves
6Quarters on record
Oct 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $308.3M$308.3MQ2 2025296 holdingsQ3 2025: $327.5M$327.5MQ3 2025315 holdingsQ4 2025: $347.0M$347.0MQ4 2025310 holdingsQ1 2026: $350.5M$350.5MQ1 2026301 holdingsQ2 2026: $395.0M$395.0MQ2 2026283 holdingsQ3 2026: $392.4M$392.4MQ3 2026279 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 07 2026 13F-HR · period Q3 2026

$392.37M · 279 holdings listed · View original SEC filing ↗
Jul 16 2026 13F-HR · period Q2 2026

$394.97M · 283 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q1 2026

$350.54M · 301 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$346.96M · 310 holdings listed · View original SEC filing ↗
Oct 06 2025 13F-HR · period Q3 2025

$327.48M · 315 holdings listed · View original SEC filing ↗
Jul 16 2025 13F-HR · period Q2 2025

$308.31M · 296 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 07, 2026 · Change methodology