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Disclosery

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

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

D.A. DAVIDSON & CO. held 146,269 ADX 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 146,269 shares
    Change vs previous 13F +469 shares

    0.02% of the 13F portfolio, value $3,737,178.

    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 145,800 shares
    Change vs previous 13F +14,768 shares

    0.02% of the 13F portfolio, value $3,191,562.

    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 131,032 shares
    Change vs previous 13F -22 shares

    0.02% of the 13F portfolio, value $3,055,671.

    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 131,054 shares
    Change vs previous 13F +2,629 shares

    0.02% of the 13F portfolio, value $2,922,513.

    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 128,425 shares
    Change vs previous 13F -840 shares

    0.02% of the 13F portfolio, value $2,788,109.

    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 129,265 shares
    Change vs previous 13F -638 shares

    0.02% of the 13F portfolio, value $2,454,754.

    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 129,903 shares
    Change vs previous 13F +2,522 shares

    0.02% of the 13F portfolio, value $2,624,049.

    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 127,381 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,746,353.

    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).