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Stifel Wealth Tracker

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Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing Stifel's nationally recognized research and investment insights
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Wealth Tracker screenshot on mobile device
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XBRL Files


The following files have been filed with the U.S. Securities and Exchange Commission in Extensible Business Reporting Language (XBRL). XBRL is an XML-based language for the electronic transmission of business and financial data. XBRL is not an accounting standard; it is simply a standard for transmitting business and financial data.

The various XBRL exhibits included on this web page are displayed in their native XML format and have been included to provide you the option of importing them into your XBRL viewer of choice.

Form 10-K for Fiscal Year 2019

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Form 10-Q for Third Quarter 2019

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Form 10-Q for Second Quarter 2019

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Form 10-Q for First Quarter 2019

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Form 10-K for Fiscal Year 2018

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Form 10-Q for Third Quarter 2018

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Form 10-Q for Second Quarter 2018

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Form 10-Q for First Quarter 2018

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Form 8-K Recast of Form 10-K for Fiscal Year 2017

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Form 10-K for Fiscal Year 2017

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Form 10-Q for Third Quarter 2017

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Form 10-Q for Second Quarter 2017

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Form 10-Q for First Quarter 2017

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Form 8-K Recast of Form 10-K for Fiscal Year 2016

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Form 10-K for Fiscal Year 2016

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Form 10-Q for Third Quarter 2016

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Form 10-Q for Second Quarter 2016

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Form 10-Q for First Quarter 2016

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Amended Form 10-K for Fiscal Year 2015

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Form 10-K for Fiscal Year 2015

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Form 10-Q for Third Quarter 2015

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Form 10-Q for Second Quarter 2015

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Form 10-Q for First Quarter 2015

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