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Disclosery

STIFEL FINANCIAL CORP: HLNE position timeline

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

STIFEL FINANCIAL CORP held 106,043 HLNE 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 106,043 shares
    Change vs previous 13F -7,110 shares

    0.01% of the 13F portfolio, value $8,359,364.

    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 113,153 shares
    Change vs previous 13F +35,248 shares

    0.01% of the 13F portfolio, value $11,247,391.

    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 77,905 shares
    Change vs previous 13F -11,259 shares

    0.01% of the 13F portfolio, value $10,463,407.

    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 89,164 shares
    Change vs previous 13F -2,652 shares

    0.01% of the 13F portfolio, value $12,018,380.

    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 91,816 shares
    Change vs previous 13F +50,691 shares

    0.01% of the 13F portfolio, value $13,048,912.

    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 41,125 shares
    Change vs previous 13F +1,339 shares

    0.01% of the 13F portfolio, value $6,114,024.

    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 39,786 shares
    Change vs previous 13F -741 shares

    0.01% of the 13F portfolio, value $5,890,332.

    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 40,527 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,824,370.

    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).