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Value $
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$149M
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Signature - Title
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Riley Stephenson - Chief Financial Officer
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Location
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San Clemente, CA
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Summary
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This page shows a list of all the recent 13F filings made by Stephenson & Company, Inc.. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Stephenson & Company, Inc. reported 36 stock holdings with total value $149M as of Q4 2024. Top holdings included BRKB, RSP, IVV, VEA, and BSV.