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Disclosery

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

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

D.A. DAVIDSON & CO. held 38,576 CLIP 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 38,576 shares
    Change vs previous 13F -1,742 shares

    0.02% of the 13F portfolio, value $3,870,716.

    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 40,318 shares
    Change vs previous 13F +607 shares

    0.02% of the 13F portfolio, value $4,046,314.

    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 39,711 shares
    Change vs previous 13F +1,868 shares

    0.02% of the 13F portfolio, value $3,975,468.

    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 37,843 shares
    Change vs previous 13F +4,222 shares

    0.02% of the 13F portfolio, value $3,800,194.

    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 33,621 shares
    Change vs previous 13F +1,670 shares

    0.02% of the 13F portfolio, value $3,376,221.

    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 31,951 shares
    Change vs previous 13F +8,973 shares

    0.03% of the 13F portfolio, value $3,209,158.

    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 22,978 shares
    Change vs previous 13F +5,103 shares

    0.02% of the 13F portfolio, value $2,300,098.

    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 17,875 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,796,438.

    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).