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STIFEL FINANCIAL CORP: HELO position timeline

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

STIFEL FINANCIAL CORP held 433,529 HELO 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 433,529 shares
    Change vs previous 13F -3,555 shares

    0.02% of the 13F portfolio, value $29,298,079.

    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 437,084 shares
    Change vs previous 13F +12,177 shares

    0.03% of the 13F portfolio, value $27,933,946.

    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 424,907 shares
    Change vs previous 13F -9,358 shares

    0.03% of the 13F portfolio, value $28,226,563.

    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 434,265 shares
    Change vs previous 13F +170,755 shares

    0.03% of the 13F portfolio, value $28,227,413.

    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 263,510 shares
    Change vs previous 13F +30,305 shares

    0.02% of the 13F portfolio, value $16,490,538.

    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 233,205 shares
    Change vs previous 13F +185,980 shares

    0.01% of the 13F portfolio, value $13,917,672.

    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 47,225 shares
    Change vs previous 13F +31,945 shares

    <0.01% of the 13F portfolio, value $2,929,841.

    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 15,280 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $934,222.

    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).