Stephenson & Company, Inc.
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
San Clemente, CA
CIK
0002001544
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
38
136,754
BRK-B, RSP, IVV, VEA
13F-HR
4/30/2024
000117266124001953
Q4 2023
36
119,318
BRK-B, RSP, VEA, IVV
13F-HR
1/31/2024
000117266124000413