Stephens Consulting, LLC

SEC CIK: 0001961632
Latest filing: Jan 13, 2026

SEC filings (opens in a new tab)

BWIN holding history

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

BWIN overview All 13F holders of BWIN Full Q4 2025 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2024

Holdings of BWIN by Stephens Consulting, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−20−100.0%	Sold out	Holders
Q1 2025	20	$894	<0.1%	+20	New	Holders
Q3 2024	0	$0	0.0%	−101−100.0%	Sold out	Holders
Q2 2024	101	$3.58K	<0.1%	+101	New	Holders