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Disclosery

D.A. DAVIDSON & CO.: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on ADP, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 379,644 ADP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 379,644 shares
    Change vs previous 13F -55,054 shares

    0.47% of the 13F portfolio, value $85,021,393.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 434,698 shares
    Change vs previous 13F +56,836 shares

    0.54% of the 13F portfolio, value $88,322,030.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 377,862 shares
    Change vs previous 13F +13,628 shares

    0.6% of the 13F portfolio, value $97,197,503.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 364,234 shares
    Change vs previous 13F +14,052 shares

    0.68% of the 13F portfolio, value $106,902,863.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 350,182 shares
    Change vs previous 13F +87,324 shares

    0.76% of the 13F portfolio, value $107,996,222.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 262,858 shares
    Change vs previous 13F +2,615 shares

    0.64% of the 13F portfolio, value $80,311,233.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 260,243 shares
    Change vs previous 13F +1,047 shares

    0.62% of the 13F portfolio, value $76,181,197.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 259,196 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $71,727,309.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).