Helen Stephens Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Fort Worth, TX
CIK
0001895252
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 74 223,179 DFAC, QUAL, BNDX, IUSG 13F-HR 1/16/2024 000189525224000001
Q3 2023 66 193,319 DFAC, QUAL, BNDX, IUSG 13F-HR 10/30/2023 000189525223000009
Q2 2023 67 197,840 DFAC, QUAL, BNDX, IUSG 13F-HR 8/4/2023 000189525223000008
Q1 2023 72 192,441 DFAC, QUAL, BNDX, IUSG 13F-HR 4/18/2023 000189525223000006
Q4 2022 69 167,589 DFAC, QUAL, BNDX, SUB 13F-HR 2/14/2023 000189525223000005
Q3 2022 58 142,666 DFAC, QUAL, SUB, BNDX 13F-HR 10/11/2022 000189525222000011
Q2 2022 59 140,967 DFAC, QUAL, BNDX, SUB 13F-HR 7/26/2022 000189525222000010
Q1 2022 60 145,035 QUAL, DFAC, BNDX, VIG 13F-HR 4/27/2022 000189525222000009
Q4 2021 57 124,740 QUAL, DFAC, BNDX, VIG 13F-HR 1/26/2022 000189525222000001