Stephens Inc

SEC CIK: 0000757657
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

SUM holding history

Summit Materials, Inc. in every 13F filed by Stephens Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SUM overview All 13F holders of SUM Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of SUM by Stephens Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−133,865−100.0%	Sold out	Holders
Q4 2023	133,865	$5.15M	0.1%	+133,865	New	Holders
Q2 2021	0	$0	0.0%	−31,490−100.0%	Sold out	Holders
Q1 2021	31,490	$882.0K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.