Helen Stephens Group, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationfort worth, TX
- CIK0001895252
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
86 | $353.37 M | DFUS, QUAL, DFIC, JCPB | 13F-HR | Apr 23, 2025 | 000189525225000007 | ||
86 | $337.40 M | QUAL, DFUS, DFIC, DFAC | 13F-HR | Jan 15, 2025 | 000189525225000002 | ||
89 | $329.41 M | DFAC, QUAL, DFIC, IUSG | 13F-HR | Oct 8, 2024 | 000189525224000016 | ||
83 | $289.22 M | DFAC, QUAL, DFIC, IUSG | 13F-HR | Jul 10, 2024 | 000189525224000003 | ||
73 | $258.98 M | DFAC, QUAL, DFIC, BNDX | 13F-HR | Apr 17, 2024 | 000189525224000002 | ||
74 | $223.18 M | DFAC, QUAL, BNDX, IUSG | 13F-HR | Jan 16, 2024 | 000189525224000001 | ||
66 | $193.32 M | DFAC, QUAL, BNDX, IUSG | 13F-HR | Oct 30, 2023 | 000189525223000009 | ||
67 | $197.84 M | DFAC, QUAL, BNDX, IUSG | 13F-HR | Aug 4, 2023 | 000189525223000008 | ||
72 | $192.44 M | DFAC, QUAL, BNDX, IUSG | 13F-HR | Apr 18, 2023 | 000189525223000006 | ||
69 | $167.59 M | DFAC, QUAL, BNDX, SUB | 13F-HR | Feb 14, 2023 | 000189525223000005 | ||
58 | $142.67 M | DFAC, QUAL, SUB, BNDX | 13F-HR | Oct 11, 2022 | 000189525222000011 | ||
59 | $140.97 M | DFAC, QUAL, BNDX, SUB | 13F-HR | Jul 26, 2022 | 000189525222000010 | ||
60 | $145.03 M | QUAL, DFAC, BNDX, VIG | 13F-HR | Apr 27, 2022 | 000189525222000009 | ||
57 | $124.74 M | QUAL, DFAC, BNDX, VIG | 13F-HR | Jan 26, 2022 | 000189525222000001 |