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STIFEL FINANCIAL CORP: SMR position timeline

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

STIFEL FINANCIAL CORP held 219,217 SMR 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 219,217 shares
    Change vs previous 13F +69,846 shares

    <0.01% of the 13F portfolio, value $2,198,743.

    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 149,371 shares
    Change vs previous 13F -47,173 shares

    <0.01% of the 13F portfolio, value $1,619,186.

    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 196,544 shares
    Change vs previous 13F -17,104 shares

    <0.01% of the 13F portfolio, value $2,785,060.

    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 213,648 shares
    Change vs previous 13F +25,577 shares

    0.01% of the 13F portfolio, value $7,691,328.

    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 188,071 shares
    Change vs previous 13F -11,879 shares

    0.01% of the 13F portfolio, value $7,440,095.

    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 199,950 shares
    Change vs previous 13F +27,854 shares

    <0.01% of the 13F portfolio, value $2,831,282.

    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 172,096 shares
    Change vs previous 13F +53,741 shares

    <0.01% of the 13F portfolio, value $3,085,739.

    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 118,355 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,370,547.

    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).