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Disclosery

STIFEL FINANCIAL CORP: UTI position timeline

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

STIFEL FINANCIAL CORP held 52,715 UTI 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 52,715 shares
    Change vs previous 13F +4,222 shares

    <0.01% of the 13F portfolio, value $2,254,630.

    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 48,493 shares
    Change vs previous 13F +5,778 shares

    <0.01% of the 13F portfolio, value $1,750,600.

    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 42,715 shares
    Change vs previous 13F +2,648 shares

    <0.01% of the 13F portfolio, value $1,116,150.

    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 40,067 shares
    Change vs previous 13F +6,521 shares

    <0.01% of the 13F portfolio, value $1,304,189.

    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 33,546 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,136,868.

    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).