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Disclosery

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

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

D.A. DAVIDSON & CO. held 338,664 CB 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 338,664 shares
    Change vs previous 13F -25,291 shares

    0.64% of the 13F portfolio, value $115,396,623.

    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 363,955 shares
    Change vs previous 13F +1,034 shares

    0.72% of the 13F portfolio, value $118,623,908.

    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 362,921 shares
    Change vs previous 13F +5,877 shares

    0.69% of the 13F portfolio, value $113,275,044.

    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 357,044 shares
    Change vs previous 13F +21,095 shares

    0.64% of the 13F portfolio, value $100,775,753.

    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 335,949 shares
    Change vs previous 13F +90,337 shares

    0.69% of the 13F portfolio, value $97,331,331.

    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 245,612 shares
    Change vs previous 13F +5,344 shares

    0.6% of the 13F portfolio, value $74,172,591.

    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 240,268 shares
    Change vs previous 13F +5,006 shares

    0.54% of the 13F portfolio, value $66,386,065.

    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 235,262 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $67,847,320.

    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).