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Disclosery

STIFEL FINANCIAL CORP: PTLC position timeline

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

STIFEL FINANCIAL CORP held 426,195 PTLC 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 426,195 shares
    Change vs previous 13F -53,798 shares

    0.02% of the 13F portfolio, value $24,830,030.

    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 479,993 shares
    Change vs previous 13F +14,155 shares

    0.02% of the 13F portfolio, value $25,180,424.

    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 465,838 shares
    Change vs previous 13F +46,383 shares

    0.02% of the 13F portfolio, value $25,891,276.

    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 419,455 shares
    Change vs previous 13F -954 shares

    0.02% of the 13F portfolio, value $22,969,332.

    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 420,409 shares
    Change vs previous 13F +50,621 shares

    0.02% of the 13F portfolio, value $21,339,922.

    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 369,788 shares
    Change vs previous 13F +18,001 shares

    0.02% of the 13F portfolio, value $19,025,599.

    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 351,787 shares
    Change vs previous 13F +26,224 shares

    0.02% of the 13F portfolio, value $18,799,588.

    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 325,563 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $17,108,467.

    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).