Position in FIP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$236,412
-$15,285 QoQ
Shares Held
50,951
0.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 173 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FIP Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026STEPHENS INC /AR/ holds $10,974,059 across 3 Conglomerates names. FIP ranks #3 (2.2% of the industry book) .
All Filings in FIP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,412 | 50,951 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $251,697 | 50,951 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $239,494 | 51,951 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $221,967 | 50,910 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $286,349 | 46,410 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $151,528 | 33,450 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $219,615 | 30,250 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $295,308 | 31,550 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $364,617 | 42,250 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $272,238 | 43,350 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $159,976 | 41,125 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $104,598 | 32,484 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $102,338 | 27,734 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $76,302 | 25,434 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $60,280 | 20,434 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $53,841 | 22,434 | Shares | Defined | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||