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STIFEL FINANCIAL CORP: CLOZ position timeline

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

STIFEL FINANCIAL CORP held 225,787 CLOZ 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 225,787 shares
    Change vs previous 13F -5,329 shares

    <0.01% of the 13F portfolio, value $5,965,296.

    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 231,116 shares
    Change vs previous 13F -57,442 shares

    0.01% of the 13F portfolio, value $5,928,130.

    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 288,558 shares
    Change vs previous 13F +77,175 shares

    0.01% of the 13F portfolio, value $7,641,005.

    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 211,383 shares
    Change vs previous 13F +71,812 shares

    0.01% of the 13F portfolio, value $5,669,289.

    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 139,571 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,732,136.

    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).