Stephenson & Company, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$149M
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 36 stock holdings with total value $149M as of Q4 2024. Top holdings included BRKB, RSP, IVV, VEA, and BSV.
Holdings Value