Helen Stephens Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    fort worth, TX
  • CIK
    0001895252
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

86

$337.40M
QUAL, DFUS, DFIC, DFAC
13F-HR
Jan 15, 2025
000189525225000002

89

$329.41M
DFAC, QUAL, DFIC, IUSG
13F-HR
Oct 8, 2024
000189525224000016

83

$289.22M
DFAC, QUAL, DFIC, IUSG
13F-HR
Jul 10, 2024
000189525224000003

73

$258.98M
DFAC, QUAL, DFIC, BNDX
13F-HR
Apr 17, 2024
000189525224000002

74

$223.18M
DFAC, QUAL, BNDX, IUSG
13F-HR
Jan 16, 2024
000189525224000001

66

$193.32M
DFAC, QUAL, BNDX, IUSG
13F-HR
Oct 30, 2023
000189525223000009

67

$197.84M
DFAC, QUAL, BNDX, IUSG
13F-HR
Aug 4, 2023
000189525223000008

72

$192.44M
DFAC, QUAL, BNDX, IUSG
13F-HR
Apr 18, 2023
000189525223000006

69

$167.59M
DFAC, QUAL, BNDX, SUB
13F-HR
Feb 14, 2023
000189525223000005

58

$142.67M
DFAC, QUAL, SUB, BNDX
13F-HR
Oct 11, 2022
000189525222000011

59

$140.97M
DFAC, QUAL, BNDX, SUB
13F-HR
Jul 26, 2022
000189525222000010

60

$145.03M
QUAL, DFAC, BNDX, VIG
13F-HR
Apr 27, 2022
000189525222000009

57

$124.74M
QUAL, DFAC, BNDX, VIG
13F-HR
Jan 26, 2022
000189525222000001
Helen Stephens Group, Llc 13F Filings