Integrated Investment Consultants, LLC
Position in SF — Stifel Financial Corp
CIK 1665337
BLOOMFIELD HILLS, MI
Position in SF
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$303,150
-$19,510 QoQ
Shares Held
4,345
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#391
of 591 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Integrated Investment Consultants, LLC holds $3,339,381 across 6 Capital Markets names. SF ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
16,065 | $1,482,315 | |
| 2 | MS |
Morgan Stanley
|
2,563 | $535,768 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
3,088 | $414,192 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,265 | $356,325 | |
| 5 | SF |
Stifel Financial Corp
This page
|
4,345 | $303,150 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
4,157 | $247,631 |
All Filings in SF
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,150 | 4,345 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $322,660 | 4,365 | Shares | Other | 2026-06-01 | |
| 2025-12-31 | $399,076 | 3,187 | Shares | Other | 2026-03-03 | |
| 2025-09-30 | $361,742 | 3,188 | Shares | Other | 2025-11-18 | |
| 2025-06-30 | $343,926 | 3,314 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $500,425 | 5,309 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $597,760 | 5,635 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $486,965 | 5,186 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $453,063 | 5,384 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $420,867 | 5,384 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $393,048 | 5,684 | Shares | Sole | 2024-05-28 | |
| 2023-09-30 | $355,368 | 5,784 | Shares | Sole | 2024-05-28 | |
| 2023-06-30 | $354,201 | 5,936 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $350,757 | 5,936 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $345,258 | 5,915 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $309,851 | 5,969 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $334,383 | 5,969 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $410,931 | 6,052 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $416,393 | 5,913 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $402,187 | 5,918 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $380,014 | 5,859 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $376,801 | 5,882 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $278,589 | 5,521 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||