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Disclosery

STIFEL FINANCIAL CORP: IWV position timeline

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

STIFEL FINANCIAL CORP held 29,521 IWV 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 29,521 shares
    Change vs previous 13F +690 shares

    0.01% of the 13F portfolio, value $12,587,414.

    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 28,831 shares
    Change vs previous 13F -2,129 shares

    0.01% of the 13F portfolio, value $10,686,617.

    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 30,960 shares
    Change vs previous 13F +3,256 shares

    0.01% of the 13F portfolio, value $11,977,263.

    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 27,704 shares
    Change vs previous 13F -554 shares

    0.01% of the 13F portfolio, value $10,497,883.

    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 28,258 shares
    Change vs previous 13F +1,437 shares

    0.01% of the 13F portfolio, value $9,918,496.

    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 26,821 shares
    Change vs previous 13F -99 shares

    0.01% of the 13F portfolio, value $8,519,310.

    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 26,920 shares
    Change vs previous 13F +6,978 shares

    0.01% of the 13F portfolio, value $8,998,088.

    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 19,942 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,516,017.

    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).