13F Filings History of Stephenson & Company, Inc.

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$182,053,138
Signature - Title
Riley Stephenson - Chief Financial Officer
Location
San Clemente, CA
Summary
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 45 stock holdings with total value $182,053,138 as of Q4 2025. Top holdings included BRKB, RSP, IVV, VEA, and BSV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 45 $182,053,138 +$6,085,630 -$209,183 +$5,876,447 BRKB, RSP, IVV, VEA, BSV 13F-HR 27 Jan 2026, 12:22
Q3 2025 43 $174,112,578 +$1,996,052 -$508,847 +$1,487,205 BRKB, RSP, IVV, VEA, BSV 13F-HR 21 Oct 2025, 11:34
Q2 2025 42 $164,598,924 +$6,208,900 -$576,464 +$5,632,436 BRKB, RSP, IVV, VEA, BSV 13F-HR 08 Aug 2025, 14:18
Q1 2025 39 $153,856,347 +$2,204,999 -$326,366 +$1,878,633 BRKB, RSP, IVV, VEA, BSV 13F-HR 07 May 2025, 12:34
Q4 2024 36 $148,574,675 +$6,214,631 -$1,762,777 +$4,451,854 BRKB, RSP, IVV, VEA, BSV 13F-HR 23 Jan 2025, 17:17
Q3 2024 39 $147,769,057 +$3,043,034 -$122,026 +$2,921,008 BRKB, RSP, IVV, VEA, BSV 13F-HR 25 Oct 2024, 16:58
Q2 2024 36 $134,899,869 +$1,181,700 -$2,224,861 -$1,043,161 BRKB, RSP, IVV, VEA, BSV 13F-HR 06 Aug 2024, 16:16
Q1 2024 38 $136,754,242 +$13,817,603 -$176,599 +$13,641,004 BRKB, RSP, IVV, VEA, BSV 13F-HR 30 Apr 2024, 15:48
Q4 2023 36 $119,318,830 $0 $0 $0 BRKB, RSP, VEA, IVV, BSV 13F-HR 31 Jan 2024, 16:53