STIFEL FINANCIAL CORP
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 720672
ST. LOUIS, MO
All Filings in IVES
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,694,098 | 280,685 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,177,354 | 182,494 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,481,444 | 141,773 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,472,661 | 76,982 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $540,220 | 19,927 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||