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Disclosery

STIFEL FINANCIAL CORP: UTG position timeline

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

STIFEL FINANCIAL CORP held 296,826 UTG 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 296,826 shares
    Change vs previous 13F -1,594 shares

    0.01% of the 13F portfolio, value $12,086,789.

    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 298,420 shares
    Change vs previous 13F +14,814 shares

    0.01% of the 13F portfolio, value $11,721,804.

    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 283,606 shares
    Change vs previous 13F +19,997 shares

    0.01% of the 13F portfolio, value $10,374,517.

    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 263,609 shares
    Change vs previous 13F +8,440 shares

    0.01% of the 13F portfolio, value $10,444,194.

    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 255,169 shares
    Change vs previous 13F +31,446 shares

    0.01% of the 13F portfolio, value $9,231,901.

    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 223,723 shares
    Change vs previous 13F +20,544 shares

    0.01% of the 13F portfolio, value $7,279,996.

    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 203,179 shares
    Change vs previous 13F +21,341 shares

    0.01% of the 13F portfolio, value $6,438,756.

    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 181,838 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,966,173.

    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).