STIFEL FINANCIAL CORP: USRT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STIFEL FINANCIAL CORP on USRT, newest first. How the timeline and the estimate are built.
STIFEL FINANCIAL CORP held 13,445 USRT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 13,445 sharesChange vs previous 13F -22 shares
<0.01% of the 13F portfolio, value $893,353.
13F-HR 0000720672-26-000012 filed by STIFEL FINANCIAL CORP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,467 sharesChange vs previous 13F +48 shares
<0.01% of the 13F portfolio, value $797,094.
13F-HR 0000720672-26-000007 filed by STIFEL FINANCIAL CORP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,419 sharesChange vs previous 13F +264 shares
<0.01% of the 13F portfolio, value $764,372.
13F-HR 0000720672-26-000003 filed by STIFEL FINANCIAL CORP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,155 sharesChange vs previous 13F +1,441 shares
<0.01% of the 13F portfolio, value $772,469.
13F-HR 0000720672-25-000015 filed by STIFEL FINANCIAL CORP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,714 sharesChange vs previous 13F +1,601 shares
<0.01% of the 13F portfolio, value $662,554.
13F-HR 0000720672-25-000009 filed by STIFEL FINANCIAL CORP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,113 sharesChange vs previous 13F +1,009 shares
<0.01% of the 13F portfolio, value $582,524.
13F-HR 0000720672-25-000006 filed by STIFEL FINANCIAL CORP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,104 sharesChange vs previous 13F +833 shares
<0.01% of the 13F portfolio, value $521,752.
13F-HR 0000720672-25-000003 filed by STIFEL FINANCIAL CORP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,271 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $509,244.
13F-HR 0000720672-24-000018 filed by STIFEL FINANCIAL CORP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).