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STIFEL FINANCIAL CORP: HALO position timeline

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

STIFEL FINANCIAL CORP held 30,452 HALO 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 30,452 shares
    Change vs previous 13F +1,471 shares

    <0.01% of the 13F portfolio, value $2,383,478.

    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 28,981 shares
    Change vs previous 13F +10,133 shares

    <0.01% of the 13F portfolio, value $1,873,035.

    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 18,848 shares
    Change vs previous 13F +1,444 shares

    <0.01% of the 13F portfolio, value $1,268,482.

    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 17,404 shares
    Change vs previous 13F +148 shares

    <0.01% of the 13F portfolio, value $1,276,408.

    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 17,256 shares
    Change vs previous 13F -4,800 shares

    <0.01% of the 13F portfolio, value $897,657.

    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 22,056 shares
    Change vs previous 13F -8,712 shares

    <0.01% of the 13F portfolio, value $1,407,395.

    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 30,768 shares
    Change vs previous 13F +13,647 shares

    <0.01% of the 13F portfolio, value $1,471,021.

    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 17,121 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $980,013.

    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).