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STIFEL FINANCIAL CORP: IUSV position timeline

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

STIFEL FINANCIAL CORP held 154,119 IUSV 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 154,119 shares
    Change vs previous 13F +2,887 shares

    0.01% of the 13F portfolio, value $16,976,089.

    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 151,232 shares
    Change vs previous 13F -11,299 shares

    0.01% of the 13F portfolio, value $15,463,815.

    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 162,531 shares
    Change vs previous 13F +10,053 shares

    0.01% of the 13F portfolio, value $16,666,284.

    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 152,478 shares
    Change vs previous 13F +21,343 shares

    0.01% of the 13F portfolio, value $15,240,250.

    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 131,135 shares
    Change vs previous 13F -12,047 shares

    0.01% of the 13F portfolio, value $12,409,340.

    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 143,182 shares
    Change vs previous 13F -25,506 shares

    0.01% of the 13F portfolio, value $13,214,121.

    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 168,688 shares
    Change vs previous 13F +25,276 shares

    0.02% of the 13F portfolio, value $15,618,639.

    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 143,412 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,694,169.

    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).