IPX — IPERIONX LTD

Ownership history in STIFEL FINANCIAL CORP  ·  10 quarters on record

AI Ownership Summary

STIFEL FINANCIAL CORP reported IPERIONX LTD (IPX) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows IPX at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STIFEL FINANCIAL CORP's position in IPERIONX LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IPX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IPX stock page STIFEL FINANCIAL CORP fund profile STIFEL FINANCIAL CORP full holdings
How STIFEL FINANCIAL CORP held IPX — position size vs. price
% of Fund (quarterly)    IPX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 830,681 -68,369 -7.6% 0.03% $30.1M 2026-02-14 (Est.) $40.75
2025 Q3 REDUCED 899,050 -75,618 -7.8% 0.04% $44.4M 2025-11-12 $34.16
2025 Q2 REDUCED 974,668 -25,162 -2.5% 0.03% $30.7M 2025-08-14 $39.82
2025 Q1 ADDED 999,830 +99,593 +11.1% 0.02% $18.0M 2025-05-14 $20.93
2024 Q4 ADDED 900,237 +196,558 +27.9% 0.03% $31.0M 2025-02-13 $26.40
2024 Q3 ADDED 703,679 +179,650 +34.3% 0.02% $15.7M 2024-11-14 $24.27
2024 Q2 ADDED 524,029 +117,547 +28.9% 0.01% $7.3M 2024-08-13 $14.04
2024 Q1 ADDED 406,482 +151,231 +59.2% 0.01% $6.1M 2024-05-14 $13.75
2023 Q4 ADDED 255,251 +134,289 +111.0% 0.00% $2.4M 2024-02-12 $12.05
2023 Q3 INITIATED 120,962 — — 0.00% $1.2M 2023-11-13 $9.85

🏢 Other funds also holding IPX

As of 2025 Q4 — sorted by position size

Shay Capital LLC 3Y 0.51% XY Capital Ltd 3Y 0.18% VAN ECK ASSOCIATES CORP 3Y 7Y 0.04% DV EQUITIES, LLC 0.03% Woodline Partners LP 3Y 0.02% Cape Investment Advisory, Inc. 0.01% XTX Topco Ltd 3Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.01% Quadrature Capital Ltd 3Y 7Y 0.01% Summit Trail Advisors, LLC 3Y 7Y 0.0%

FAQ About STIFEL FINANCIAL CORP and IPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has STIFEL FINANCIAL CORP reported owning IPX?

STIFEL FINANCIAL CORP reported IPX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IPX position in STIFEL FINANCIAL CORP's portfolio?

The largest reported portfolio weight for IPX was 0.04% in 2025 Q3.

What is the latest reported IPX position on this page?

The most recent filing on this page is 2025 Q4, when STIFEL FINANCIAL CORP reported 830,681 shares, equal to 0.03% of portfolio, with an estimated market value of $30.1M.

What does the chart on this IPX ownership page compare?

The chart compares STIFEL FINANCIAL CORP's quarterly IPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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