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Disclosery

STIFEL FINANCIAL CORP: HLIO position timeline

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

STIFEL FINANCIAL CORP held 44,734 HLIO 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 44,734 shares
    Change vs previous 13F -614 shares

    <0.01% of the 13F portfolio, value $3,992,542.

    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 45,348 shares
    Change vs previous 13F -2,512 shares

    <0.01% of the 13F portfolio, value $2,934,423.

    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 47,860 shares
    Change vs previous 13F -2,246 shares

    <0.01% of the 13F portfolio, value $2,560,070.

    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 50,106 shares
    Change vs previous 13F -1,206 shares

    <0.01% of the 13F portfolio, value $2,612,010.

    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 51,312 shares
    Change vs previous 13F +1,586 shares

    <0.01% of the 13F portfolio, value $1,712,285.

    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 49,726 shares
    Change vs previous 13F -210 shares

    <0.01% of the 13F portfolio, value $1,595,709.

    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 49,936 shares
    Change vs previous 13F -611 shares

    <0.01% of the 13F portfolio, value $2,229,178.

    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 50,547 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,411,086.

    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).