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Disclosery

STIFEL FINANCIAL CORP: IWY position timeline

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

STIFEL FINANCIAL CORP held 28,318 IWY 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 28,318 shares
    Change vs previous 13F +1,180 shares

    0.01% of the 13F portfolio, value $8,230,478.

    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 27,138 shares
    Change vs previous 13F +293 shares

    0.01% of the 13F portfolio, value $6,753,500.

    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 26,845 shares
    Change vs previous 13F -223 shares

    0.01% of the 13F portfolio, value $7,434,824.

    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 27,068 shares
    Change vs previous 13F -270 shares

    0.01% of the 13F portfolio, value $7,407,746.

    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 27,338 shares
    Change vs previous 13F +9,629 shares

    0.01% of the 13F portfolio, value $6,739,533.

    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 17,709 shares
    Change vs previous 13F +152 shares

    <0.01% of the 13F portfolio, value $3,736,181.

    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 17,557 shares
    Change vs previous 13F +1,719 shares

    <0.01% of the 13F portfolio, value $4,131,016.

    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 15,838 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,485,426.

    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).