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Disclosery

STIFEL FINANCIAL CORP: IYZ position timeline

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

STIFEL FINANCIAL CORP held 147,562 IYZ 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 147,562 shares
    Change vs previous 13F +114,424 shares

    0.01% of the 13F portfolio, value $6,243,359.

    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 33,138 shares
    Change vs previous 13F +561 shares

    <0.01% of the 13F portfolio, value $1,302,986.

    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 32,577 shares
    Change vs previous 13F -514 shares

    <0.01% of the 13F portfolio, value $1,104,361.

    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 33,091 shares
    Change vs previous 13F -444 shares

    <0.01% of the 13F portfolio, value $1,067,516.

    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 33,535 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $998,670.

    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).