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Manager record

Stephens Consulting, LLC

CIK 1961632 · 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.

$309.45MReported 13F valueQ4 2025 · as filed
476Holdings listed
+5.9%vs prior quartervalue change includes market moves
3Quarters on record
Jan 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q4 2025Q2 2025: $421.7M$421.7MQ2 20251,186 holdingsQ3 2025: $292.1M$292.1MQ3 2025388 holdingsQ4 2025: $309.4M$309.4MQ4 2025476 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
Jan 13 2026 13F-HR · period Q4 2025

$309.45M · 476 holdings listed · View original SEC filing ↗
Oct 15 2025 13F-HR · period Q3 2025

$292.10M · 388 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$421.74M · 1,186 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: Q4 2025 · latest filing Jan 13, 2026 · Change methodology