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Disclosery

STIFEL FINANCIAL CORP: PHAT position timeline

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

STIFEL FINANCIAL CORP held 52,832 PHAT 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 52,832 shares
    Change vs previous 13F -1,207 shares

    <0.01% of the 13F portfolio, value $573,228.

    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 54,039 shares
    Change vs previous 13F +2,378 shares

    <0.01% of the 13F portfolio, value $600,374.

    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 51,661 shares
    Change vs previous 13F +31,794 shares

    <0.01% of the 13F portfolio, value $857,056.

    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 19,867 shares
    Change vs previous 13F -600 shares

    <0.01% of the 13F portfolio, value $233,835.

    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 20,467 shares
    Change vs previous 13F +3,069 shares

    <0.01% of the 13F portfolio, value $196,279.

    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 17,398 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $109,086.

    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).