GGZ GABELLI GLB SML & MD CP VAL

Ownership history in STEPHENS INC /AR/  ·  22 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in GABELLI GLB SML & MD CP VAL (GGZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2023 Q4)
Avg. % of fund
0.01%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 45,449 -7,970 -14.9% 0.01% $682K $14.80
2025 Q3 REDUCED 53,419 -9,670 -15.3% 0.01% $772K $14.05
2025 Q2 REDUCED 63,089 -4,420 -6.5% 0.01% $840K $12.81
2025 Q1 REDUCED 67,509 -3,176 -4.5% 0.01% $810K $11.40
2024 Q4 REDUCED 70,685 -2,510 -3.4% 0.01% $827K $10.97
2024 Q3 REDUCED 73,195 -1,175 -1.6% 0.01% $908K $11.49
2024 Q2 ADDED 74,370 +1,055 +1.4% 0.01% $840K $10.31
2024 Q1 REDUCED 73,315 -5,955 -7.5% 0.01% $881K $10.83
2023 Q4 ADDED 79,270 +4,966 +6.7% 0.02% $930K $10.43
2023 Q3 ADDED 74,304 +4,020 +5.7% 0.01% $770K $9.08
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% of Fund (quarterly)    GGZ price (monthly, adj. close)
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