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STIFEL FINANCIAL CORP: WTAI position timeline

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

STIFEL FINANCIAL CORP held 65,320 WTAI 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 65,320 shares
    Change vs previous 13F +304 shares

    <0.01% of the 13F portfolio, value $3,100,749.

    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 65,016 shares
    Change vs previous 13F +12,279 shares

    <0.01% of the 13F portfolio, value $1,835,408.

    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 52,737 shares
    Change vs previous 13F +1,220 shares

    <0.01% of the 13F portfolio, value $1,536,760.

    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 51,517 shares
    Change vs previous 13F +8,300 shares

    <0.01% of the 13F portfolio, value $1,471,327.

    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 43,217 shares
    Change vs previous 13F -1,111 shares

    <0.01% of the 13F portfolio, value $1,061,410.

    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 44,328 shares
    Change vs previous 13F +1,895 shares

    <0.01% of the 13F portfolio, value $842,232.

    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 42,433 shares
    Change vs previous 13F -1,747 shares

    <0.01% of the 13F portfolio, value $933,526.

    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 44,180 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $880,512.

    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).