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Disclosery

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

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

D.A. DAVIDSON & CO. held 488,221 BTZ 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 488,221 shares
    Change vs previous 13F +105,230 shares

    0.03% of the 13F portfolio, value $4,989,627.

    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 382,991 shares
    Change vs previous 13F +144,213 shares

    0.02% of the 13F portfolio, value $3,868,218.

    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 238,778 shares
    Change vs previous 13F +31,006 shares

    0.02% of the 13F portfolio, value $2,585,966.

    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 207,772 shares
    Change vs previous 13F -19,065 shares

    0.01% of the 13F portfolio, value $2,295,887.

    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 226,837 shares
    Change vs previous 13F +2,489 shares

    0.02% of the 13F portfolio, value $2,477,067.

    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 224,348 shares
    Change vs previous 13F +19,958 shares

    0.02% of the 13F portfolio, value $2,405,019.

    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 204,390 shares
    Change vs previous 13F -1,211 shares

    0.02% of the 13F portfolio, value $2,137,924.

    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 205,601 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,319,186.

    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).