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Disclosery

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

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

D.A. DAVIDSON & CO. held 56,801 BOXX 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 56,801 shares
    Change vs previous 13F -2,805 shares

    0.04% of the 13F portfolio, value $6,650,829.

    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 59,606 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $6,931,582.

    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 59,606 shares
    Change vs previous 13F +3,675 shares

    0.04% of the 13F portfolio, value $6,860,651.

    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 55,931 shares
    Change vs previous 13F -1,798 shares

    0.04% of the 13F portfolio, value $6,368,304.

    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 57,729 shares
    Change vs previous 13F +7,380 shares

    0.05% of the 13F portfolio, value $6,504,904.

    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 50,349 shares
    Change vs previous 13F +4,520 shares

    0.05% of the 13F portfolio, value $5,613,410.

    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 45,829 shares
    Change vs previous 13F +4,464 shares

    0.04% of the 13F portfolio, value $5,054,022.

    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 41,365 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,505,889.

    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).