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Disclosery

STIFEL FINANCIAL CORP: IVZ position timeline

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

STIFEL FINANCIAL CORP held 203,828 IVZ 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 203,828 shares
    Change vs previous 13F -37,712 shares

    <0.01% of the 13F portfolio, value $5,379,076.

    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 241,540 shares
    Change vs previous 13F +34,549 shares

    0.01% of the 13F portfolio, value $5,867,022.

    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 206,991 shares
    Change vs previous 13F +81,588 shares

    <0.01% of the 13F portfolio, value $5,437,676.

    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 125,403 shares
    Change vs previous 13F -96,866 shares

    <0.01% of the 13F portfolio, value $2,876,741.

    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 222,269 shares
    Change vs previous 13F -20,074 shares

    <0.01% of the 13F portfolio, value $3,505,222.

    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 242,343 shares
    Change vs previous 13F +60,464 shares

    <0.01% of the 13F portfolio, value $3,676,364.

    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 181,879 shares
    Change vs previous 13F -17,468 shares

    <0.01% of the 13F portfolio, value $3,179,234.

    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 199,347 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,500,534.

    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).