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STIFEL FINANCIAL CORP: ITOT position timeline

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

STIFEL FINANCIAL CORP held 1,741,348 ITOT 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 1,741,348 shares
    Change vs previous 13F +57,923 shares

    0.24% of the 13F portfolio, value $286,052,013.

    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 1,683,425 shares
    Change vs previous 13F +186,844 shares

    0.22% of the 13F portfolio, value $239,770,670.

    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 1,496,581 shares
    Change vs previous 13F -18,595 shares

    0.2% of the 13F portfolio, value $222,526,559.

    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 1,515,176 shares
    Change vs previous 13F +593,768 shares

    0.2% of the 13F portfolio, value $220,685,811.

    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 921,408 shares
    Change vs previous 13F -467,841 shares

    0.12% of the 13F portfolio, value $124,426,757.

    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 1,389,249 shares
    Change vs previous 13F -704,348 shares

    0.18% of the 13F portfolio, value $169,502,049.

    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 2,093,597 shares
    Change vs previous 13F +188,870 shares

    0.28% of the 13F portfolio, value $269,278,636.

    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 1,904,727 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $239,272,005.

    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).