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Disclosery

STIFEL FINANCIAL CORP: WMS position timeline

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

STIFEL FINANCIAL CORP held 316,418 WMS 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 316,418 shares
    Change vs previous 13F -2,328 shares

    0.04% of the 13F portfolio, value $49,665,130.

    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 318,746 shares
    Change vs previous 13F +2,357 shares

    0.04% of the 13F portfolio, value $43,709,685.

    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 316,389 shares
    Change vs previous 13F -3,980 shares

    0.04% of the 13F portfolio, value $45,822,781.

    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 320,369 shares
    Change vs previous 13F -4,903 shares

    0.04% of the 13F portfolio, value $44,436,507.

    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 325,272 shares
    Change vs previous 13F -2,675 shares

    0.04% of the 13F portfolio, value $37,361,566.

    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 327,947 shares
    Change vs previous 13F +8,538 shares

    0.04% of the 13F portfolio, value $35,632,212.

    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 319,409 shares
    Change vs previous 13F -45,455 shares

    0.04% of the 13F portfolio, value $36,924,509.

    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 364,864 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $57,342,776.

    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).