13F Filings History of Stegner Investment Associates Inc.

Latest 13F report
Q3 2025 - 06 Nov 2025
Value $
$182,369,864
Signature - Title
Douglas D. 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 34 stock holdings with total value $182,369,864 as of Q3 2025. Top holdings included IVW, IWR, VONE, IWB, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 34 $182,369,864 +$7,739,834 -$1,592,391 +$6,147,443 IVW, IWR, VONE, IWB, VOO 13F-HR 06 Nov 2025, 15:06
Q2 2025 26 $163,212,627 +$3,185,436 -$1,526,990 +$1,658,446 IVW, IWR, VONE, IWB, VOO 13F-HR 28 Jul 2025, 16:36
Q1 2025 26 $143,032,746 +$1,452,505 -$667,308 +$785,197 IVW, IWR, VONE, IWB, VOO 13F-HR 05 May 2025, 14:15
Q4 2024 27 $151,103,174 +$1,657,339 -$2,342,170 -$684,831 IVW, IWR, VONE, IWB, VOO 13F-HR 06 Feb 2025, 13:47
Q3 2024 24 $147,174,485 +$1,391,916 -$966,373 +$425,543 IVW, IWR, VONE, IWB, VOO 13F-HR 11 Oct 2024, 16:26
Q2 2024 24 $139,014,280 +$810,586 -$3,767,924 -$2,957,338 IVW, IWR, VONE, IWB, VOO 13F-HR 23 Jul 2024, 09:24
Q1 2024 22 $136,543,999 +$821,767 -$3,384,336 -$2,562,569 IVW, IWR, VONE, IWB, VOO 13F-HR 22 Apr 2024, 12:52
Q4 2023 19 $126,145,792 +$590,202 -$2,792,837 -$2,202,635 IVW, IWR, VONE, IWB, VOO 13F-HR 08 Feb 2024, 16:40
Q3 2023 21 $115,760,376 +$214,741 -$1,688,904 -$1,474,163 IVW, IWR, VONE, IWB, VOO 13F-HR 18 Oct 2023, 16:54
Q2 2023 21 $121,684,060 +$246,184 -$1,077,976 -$831,792 IVW, IWR, VONE, IWB, VOO 13F-HR 19 Jul 2023, 09:50
Q1 2023 20 $113,958,503 +$385,430 -$2,545,952 -$2,160,522 IVW, IWR, VONE, IWB, IWD 13F-HR 24 Apr 2023, 16:20
Q4 2022 23 $109,029,032 +$4,369,473 -$1,821,629 +$2,547,844 IVW, IWR, VONE, IWB, IWD 13F-HR 06 Feb 2023, 08:19
Q3 2022 22 $104,136,000 +$4,060,610 -$1,233,385 +$2,827,225 IVW, IWR, VONE, IWB, VOO 13F-HR 01 Nov 2022, 15:00
Q2 2022 19 $104,102,000 +$5,319,576 -$3,408,943 +$1,910,633 IVW, IWR, VONE, IWB, IVE 13F-HR 22 Jul 2022, 14:05
Q1 2022 20 $126,893,000 +$3,867,693 -$7,207,101 -$3,339,408 IVW, IWR, VONE, IWB, IVE 13F-HR 20 Apr 2022, 11:27
Q4 2021 23 $140,472,000 +$2,442,015 -$6,097,627 -$3,655,612 IVW, IWR, VONE, IWB, IVE 13F-HR 09 Feb 2022, 12:18
Q3 2021 21 $132,202,000 +$581,955 -$1,305,142 -$723,187 IVW, IWR, VONE, IWB, VOO 13F-HR 19 Apr 2022, 17:11
Q2 2021 21 $133,062,000 +$1,684,671 -$2,322,584 -$637,913 IVW, IWR, VONE, IWB, IWM 13F-HR 19 Apr 2022, 15:10
Q1 2021 20 $123,349,000 +$2,309,308 -$3,312,690 -$1,003,382 IVW, IWR, VONE, IWB, IWM 13F-HR 19 Apr 2022, 11:51
Q4 2020 22 $117,981,000 +$41,457,881 -$9,733,979 +$31,723,902 IVW, IWR, VONE, IWM, IWB 13F-HR 19 Apr 2022, 11:28
Q3 2020 20 $101,987,000 $0 IVW, IWR, IWB, IWM, EFA 13F-HR 18 Apr 2022, 16:00