STEPHENS INC /AR/ SLI — STANDARD LITHIUM LTD

Ownership history in STEPHENS INC /AR/  ·  19 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported STANDARD LITHIUM LTD (SLI) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows SLI at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHENS INC /AR/'s position in STANDARD LITHIUM LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SLI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SLI stock page STEPHENS INC /AR/ fund profile STEPHENS INC /AR/ full holdings
How STEPHENS INC /AR/ held SLI — position size vs. price
% of Fund (quarterly)    SLI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 247,110 +89,755 +57.0% 0.01% $843K 2026-04-28 $3.73
2025 Q4 REDUCED 39.7% -23.7% ✅ 157,355 -103,475 -39.7% 0.01% $703K 2026-02-05 $3.99
2025 Q3 REDUCED — — — 260,830 -12,445 -4.6% 0.01% $879K 2025-10-27 $3.92
2025 Q2 ADDED — — — 273,275 +26,270 +10.6% 0.01% $536K 2025-07-29 $2.59
2025 Q1 ADDED — — — 247,005 +8,150 +3.4% 0.00% $314K 2025-05-01 $1.45
2024 Q4 REDUCED 22.3% -13.0% ✅ 238,855 -68,669 -22.3% 0.00% $349K 2025-01-28 $1.51
2024 Q3 ADDED — — — 307,524 +10,635 +3.6% 0.01% $495K 2024-10-28 $2.30
2024 Q2 ADDED — — — 296,889 +12,177 +4.3% 0.01% $371K 2024-08-06 $1.10
2024 Q1 ADDED — — — 284,712 +13,902 +5.1% 0.01% $336K 2024-05-15 $1.83
2023 Q4 ADDED — — — 270,810 +23,634 +9.6% 0.01% $547K 2024-02-13 $1.38
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SLI

As of 2026 Q1 — sorted by position size

Stanley-Laman Group, Ltd. 3Y 7Y 0.41% Mustard Seed Financial, LLC 0.2% Meriwether Wealth & Planning, LLC 0.1% Counterpoint Mutual Funds LLC 3Y 0.08% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.07% MBL Wealth, LLC 3Y 0.07% Greenfield Seitz Capital Management, LLC 0.06% MBA Advisors LLC 3Y 0.05% RETIREMENT INCOME SOLUTIONS, INC 3Y 7Y 0.03% U S GLOBAL INVESTORS INC 3Y 7Y 0.03%

FAQ About STEPHENS INC /AR/ and SLI

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEPHENS INC /AR/ reported owning SLI?

STEPHENS INC /AR/ reported SLI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SLI position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for SLI was 0.01% in 2025 Q3.

What is the latest reported SLI position on this page?

The most recent filing on this page is 2026 Q1, when STEPHENS INC /AR/ reported 247,110 shares, equal to 0.01% of portfolio, with an estimated market value of $843K.

What does the chart on this SLI ownership page compare?

The chart compares STEPHENS INC /AR/'s quarterly SLI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STEPHENS INC /AR/ time their SLI position?

Based on 13F filing dates vs. subsequent SLI price moves, STEPHENS INC /AR/ correctly timed 10 out of 18 reported position changes (56%). The annualised alpha on SLI relative to SPY over the holding period was -31.6%.

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