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Disclosery

STIFEL FINANCIAL CORP: CPZ position timeline

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

STIFEL FINANCIAL CORP held 77,441 CPZ 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 77,441 shares
    Change vs previous 13F -1,604 shares

    <0.01% of the 13F portfolio, value $1,012,916.

    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 79,045 shares
    Change vs previous 13F +465 shares

    <0.01% of the 13F portfolio, value $1,072,620.

    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 78,580 shares
    Change vs previous 13F -4,903 shares

    <0.01% of the 13F portfolio, value $1,148,811.

    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 83,483 shares
    Change vs previous 13F +2,721 shares

    <0.01% of the 13F portfolio, value $1,349,070.

    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 80,762 shares
    Change vs previous 13F -1,873 shares

    <0.01% of the 13F portfolio, value $1,310,752.

    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 82,635 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $1,285,762.

    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 82,700 shares
    Change vs previous 13F -6,730 shares

    <0.01% of the 13F portfolio, value $1,226,416.

    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 89,430 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,402,926.

    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).