Skip to content
Disclosery

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

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

D.A. DAVIDSON & CO. held 581,586 CGUS 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 581,586 shares
    Change vs previous 13F +22,478 shares

    0.14% of the 13F portfolio, value $25,868,956.

    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 559,108 shares
    Change vs previous 13F +89,831 shares

    0.13% of the 13F portfolio, value $21,480,959.

    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 469,277 shares
    Change vs previous 13F +20,951 shares

    0.12% of the 13F portfolio, value $18,879,043.

    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 448,326 shares
    Change vs previous 13F +4,510 shares

    0.11% of the 13F portfolio, value $17,726,841.

    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 443,816 shares
    Change vs previous 13F +9,193 shares

    0.12% of the 13F portfolio, value $16,390,155.

    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 434,623 shares
    Change vs previous 13F +911 shares

    0.12% of the 13F portfolio, value $14,516,441.

    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 433,712 shares
    Change vs previous 13F +22,202 shares

    0.12% of the 13F portfolio, value $15,166,921.

    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 411,510 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $14,106,581.

    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).