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Disclosery

STIFEL FINANCIAL CORP: OTIS position timeline

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

STIFEL FINANCIAL CORP held 259,575 OTIS 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 259,575 shares
    Change vs previous 13F +103,520 shares

    0.02% of the 13F portfolio, value $18,585,721.

    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 156,055 shares
    Change vs previous 13F +72,874 shares

    0.01% of the 13F portfolio, value $12,028,986.

    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 83,181 shares
    Change vs previous 13F -5,691 shares

    0.01% of the 13F portfolio, value $7,266,070.

    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 88,872 shares
    Change vs previous 13F -636 shares

    0.01% of the 13F portfolio, value $8,125,512.

    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 89,508 shares
    Change vs previous 13F -1,115 shares

    0.01% of the 13F portfolio, value $8,863,384.

    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 90,623 shares
    Change vs previous 13F -4,145 shares

    0.01% of the 13F portfolio, value $9,352,386.

    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 94,768 shares
    Change vs previous 13F +6,916 shares

    0.01% of the 13F portfolio, value $8,776,881.

    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 87,852 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,131,606.

    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).