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

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

D.A. DAVIDSON & CO. held 94,491 B 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 94,491 shares
    Change vs previous 13F +23,195 shares

    0.02% of the 13F portfolio, value $3,470,657.

    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 71,296 shares
    Change vs previous 13F -35,274 shares

    0.02% of the 13F portfolio, value $2,908,187.

    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 106,570 shares
    Change vs previous 13F +8,856 shares

    0.03% of the 13F portfolio, value $4,641,154.

    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 97,714 shares
    Change vs previous 13F -12,133 shares

    0.02% of the 13F portfolio, value $3,202,109.

    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 109,847 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,287,015.

    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).