Stephens Consulting, LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Stephens Consulting, LLC opened 104 positions, added to 68, reduced 15, sold out of 37 and left 137 unchanged. The largest increase in value was BA (+$1,310,077); the largest decrease was RJF (-$2,163,881).
- RJF: Country of operation United States; Class COM; Shares 2025-09-30 50,012; Shares 2025-12-31 40,278.
- NVDA: Country of operation United States; Class COM; Shares 2025-09-30 24,793; Shares 2025-12-31 13,954.
- AMZN: Country of operation United States; Class COM; Shares 2025-09-30 4,071; Shares 2025-12-31 519.
- AAPL: Country of operation United States; Class COM; Shares 2025-09-30 12,227; Shares 2025-12-31 12,191.
Two Form 13F-HR filings compared (SEC CIK 1961632): 2025-09-30 (filed 2025-10-15) and 2025-12-31 (filed 2026-01-13). 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; share change is the position change.
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