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Disclosery

STIFEL FINANCIAL CORP: SMA position timeline

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

STIFEL FINANCIAL CORP held 114,567 SMA 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 114,567 shares
    Change vs previous 13F +58,738 shares

    <0.01% of the 13F portfolio, value $3,723,445.

    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 55,829 shares
    Change vs previous 13F +34,575 shares

    <0.01% of the 13F portfolio, value $1,690,501.

    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 21,254 shares
    Change vs previous 13F +2,059 shares

    <0.01% of the 13F portfolio, value $657,609.

    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 19,195 shares
    Change vs previous 13F +2,490 shares

    <0.01% of the 13F portfolio, value $722,499.

    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 16,705 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $605,228.

    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).