Filer Snapshot

STEPHENS INC /AR/

CIK 0000757657. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

54

Latest filing

07 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$7.99B

1,311 holdings for Q1 2026

Open portfolio

Largest parsed holding

VTI

$210.83M reported value

Open holding

13D/G large stake

KRUS

30 Apr 2026 · 11% ownership

Open 13D/G

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Source: SEC Schedule 13D/G

SCHEDULE 13G/A filed on 07 May 2026 for CIK 0000757657.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$7.99B

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$7.99B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
VTI AAPL WMT QQQ NVDA
+15 moreMSFT AMZN AVGO JPM IWD IWF SPY IWS GOOGL GOOG VTV KRUS GS IWP VOO

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

VTI AAPL WMT QQQ NVDA MSFT AMZN AVGO
+12 moreJPM IWD IWF SPY IWS GOOGL GOOG VTV KRUS GS IWP VOO

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

KRUS
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
111 Center St, Little Rock, AR, 72201
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
AR
Fiscal year end
31 December

Filer intelligence

What SEC filings say about STEPHENS INC /AR/

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $7.99B across 1,311 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VTI at $210.83M.
  • 1 recent 13D/G stake row found; top row is KRUS at 11% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,311 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 28 Apr 2026

Top 5 concentration

11%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$903.92M

Compared with $7.99B total 13F value.

Top 5 net change

+$2.88M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SGOV · Largest trim: IWS

VTI AAPL WMT QQQ NVDA Other holdings

VTI

2.6%

Vanguard Index Fds

$210.83M

AAPL

2.6%

Apple Inc

$207.93M

WMT

2.4%

Walmart Inc

$191.53M

QQQ

1.9%

Invesco Qqq Tr

$151.75M

NVDA

1.8%

Nvidia Corporation

$141.87M

13D/G large-stake context

KRUS

30 Apr 2026 · Class A Common Stock, $0.001 par value per share

11%

Latest update

What changed recently for STEPHENS INC /AR/

New filing available

Latest Schedule 13D/G period: 30 Apr 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

07 May 2026

Page type

Filer profile

Latest period

30 Apr 2026

Schedule 13D/G context is visible from filings filed on 07 May 2026.

Benchmark Context

Benchmark context for this company

STEPHENS INC /AR/ has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest Schedule 13D/G period: 30 Apr 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0000757657 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
54
First seen
14 Feb 2014
Latest filing
07 May 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A SCHEDULE 13G/A

Latest Filings

Showing the latest 12 of 54 SEC filings for STEPHENS INC /AR/.

SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
07 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
28 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
27 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
29 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
01 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Feb 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
28 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
28 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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