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Disclosery

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

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

D.A. DAVIDSON & CO. held 31,918 CPAY 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 31,918 shares
    Change vs previous 13F +2,160 shares

    0.06% of the 13F portfolio, value $10,637,312.

    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 29,758 shares
    Change vs previous 13F +4,768 shares

    0.05% of the 13F portfolio, value $8,659,280.

    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 24,990 shares
    Change vs previous 13F +1,541 shares

    0.05% of the 13F portfolio, value $7,520,241.

    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 23,449 shares
    Change vs previous 13F -90 shares

    0.04% of the 13F portfolio, value $6,754,719.

    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 23,539 shares
    Change vs previous 13F +1,667 shares

    0.06% of the 13F portfolio, value $7,810,711.

    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 21,872 shares
    Change vs previous 13F +20,838 shares

    0.06% of the 13F portfolio, value $7,627,204.

    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 1,034 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $349,926.

    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).