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STIFEL FINANCIAL CORP: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STIFEL FINANCIAL CORP on CGDV, newest first. How the timeline and the estimate are built.

STIFEL FINANCIAL CORP held 6,521,495 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,521,495 shares
    Change vs previous 13F +402,879 shares

    0.27% of the 13F portfolio, value $321,383,261.

    13F-HR 0000720672-26-000012 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,118,616 shares
    Change vs previous 13F +1,336,415 shares

    0.24% of the 13F portfolio, value $260,286,259.

    13F-HR 0000720672-26-000007 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,782,201 shares
    Change vs previous 13F +917,334 shares

    0.19% of the 13F portfolio, value $208,695,970.

    13F-HR 0000720672-26-000003 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,864,867 shares
    Change vs previous 13F +441,688 shares

    0.15% of the 13F portfolio, value $162,440,502.

    13F-HR 0000720672-25-000015 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,423,179 shares
    Change vs previous 13F +358,304 shares

    0.13% of the 13F portfolio, value $135,181,850.

    13F-HR 0000720672-25-000009 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,064,875 shares
    Change vs previous 13F +501,518 shares

    0.12% of the 13F portfolio, value $109,231,868.

    13F-HR 0000720672-25-000006 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,563,357 shares
    Change vs previous 13F +580,383 shares

    0.09% of the 13F portfolio, value $90,383,712.

    13F-HR 0000720672-25-000003 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,982,974 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $72,259,773.

    13F-HR 0000720672-24-000018 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).