Advertisement
Screener

Stephens Consulting, LLC Historic Quarter Change: Foreign Funds, Added

Stephens Consulting, LLC historic quarter change: Foreign Funds, Added

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 8 quarters from 2023-12-31 to 2025-12-31, Stephens Consulting, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1961632), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-15); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
RICHARDSON FINANCIAL SERVICES INC.United States$0.309B1,130
SAVA PENZISKO DRUSHTVO A.D. SKOPJE$0.310B25
Lind Value II ApSDenmark$0.310B9
Davern Capital Partners, LPUnited States$0.309B14
BELLEVUE ASSET MANAGEMENT, LLCUnited States$0.309B489
Pines Wealth Management, LLCUnited States$0.310B225
CAPITAL WEALTH MANAGEMENT, LLCUnited States$0.310B35
Bear Mountain Capital, Inc.United States$0.310B199
WASHINGTON STATE INVESTMENT BOARDUnited States$0.310B2
Skaana Management L.P.United States$0.309B183