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Disclosery

STIFEL FINANCIAL CORP: IVLU position timeline

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

STIFEL FINANCIAL CORP held 126,947 IVLU 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 126,947 shares
    Change vs previous 13F -76,843 shares

    <0.01% of the 13F portfolio, value $5,308,932.

    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 203,790 shares
    Change vs previous 13F +1,994 shares

    0.01% of the 13F portfolio, value $8,086,391.

    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 201,796 shares
    Change vs previous 13F -26,865 shares

    0.01% of the 13F portfolio, value $7,678,359.

    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 228,661 shares
    Change vs previous 13F -34,988 shares

    0.01% of the 13F portfolio, value $8,112,899.

    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 263,649 shares
    Change vs previous 13F +157,439 shares

    0.01% of the 13F portfolio, value $8,671,421.

    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 106,210 shares
    Change vs previous 13F +48,466 shares

    <0.01% of the 13F portfolio, value $3,219,216.

    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 57,744 shares
    Change vs previous 13F -2,701 shares

    <0.01% of the 13F portfolio, value $1,565,440.

    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 60,445 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,784,943.

    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).