• 13F History

Stegner Investment Associates Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$151M
Signature - Title
Doug Peabody - Chief Compliance Officer
Location
Louisville, KY
Summary
This page shows a list of all the recent 13F filings made by Stegner Investment Associates Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stegner Investment Associates Inc. reported 27 stock holdings with total value $151M as of Q4 2024. Top holdings included IVW, IWR, VONE, IWB, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 27 $151M +$1.66M -$2.34M -$685K IVW, IWR, VONE, IWB, VOO 13F-HR 2/6/2025, 01:47 PM
Q3 2024 24 $147M +$1.39M -$966K +$426K IVW, IWR, VONE, IWB, VOO 13F-HR 10/11/2024, 04:26 PM
Q2 2024 24 $139M +$811K -$3.77M -$2.96M IVW, IWR, VONE, IWB, VOO 13F-HR 7/23/2024, 09:24 AM
Q1 2024 22 $137M +$822K -$3.38M -$2.56M IVW, IWR, VONE, IWB, VOO 13F-HR 4/22/2024, 12:52 PM
Q4 2023 19 $126M +$590K -$2.79M -$2.2M IVW, IWR, VONE, IWB, VOO 13F-HR 2/8/2024, 04:40 PM
Q3 2023 21 $116M +$215K -$1.69M -$1.47M IVW, IWR, VONE, IWB, VOO 13F-HR 10/18/2023, 04:54 PM
Q2 2023 21 $122M +$246K -$1.08M -$832K IVW, IWR, VONE, IWB, VOO 13F-HR 7/19/2023, 09:50 AM
Q1 2023 20 $114M +$385K -$2.55M -$2.16M IVW, IWR, VONE, IWB, IWD 13F-HR 4/24/2023, 04:20 PM
Q4 2022 23 $109M +$4.37M -$1.82M +$2.55M IVW, IWR, VONE, IWB, IWD 13F-HR 2/6/2023, 08:19 AM
Q3 2022 22 $104M +$4.06M -$1.23M +$2.83M IVW, IWR, VONE, IWB, VOO 13F-HR 11/1/2022, 03:00 PM
Q2 2022 19 $104M +$5.32M -$3.41M +$1.91M IVW, IWR, VONE, IWB, IVE 13F-HR 7/22/2022, 02:05 PM
Q1 2022 20 $127M +$3.87M -$7.21M -$3.34M IVW, IWR, VONE, IWB, IVE 13F-HR 4/20/2022, 11:27 AM
Q4 2021 23 $140M +$2.44M -$6.1M -$3.66M IVW, IWR, VONE, IWB, IVE 13F-HR 2/9/2022, 12:18 PM
Q3 2021 21 $132M +$582K -$1.31M -$723K IVW, IWR, VONE, IWB, VOO 13F-HR 4/19/2022, 05:11 PM
Q2 2021 21 $133M +$1.68M -$2.32M -$638K IVW, IWR, VONE, IWB, IWM 13F-HR 4/19/2022, 03:10 PM
Q1 2021 20 $123M +$2.31M -$3.31M -$1M IVW, IWR, VONE, IWB, IWM 13F-HR 4/19/2022, 11:51 AM
Q4 2020 22 $118M +$41.5M -$9.73M +$31.7M IVW, IWR, VONE, IWM, IWB 13F-HR 4/19/2022, 11:28 AM
Q3 2020 20 $102M IVW, IWR, IWB, IWM, EFA 13F-HR 4/18/2022, 04:00 PM