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Disclosery

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

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

D.A. DAVIDSON & CO. held 11,232 CWT 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 11,232 shares
    Change vs previous 13F +338 shares

    <0.01% of the 13F portfolio, value $546,446.

    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 10,894 shares
    Change vs previous 13F +411 shares

    <0.01% of the 13F portfolio, value $493,946.

    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 10,483 shares
    Change vs previous 13F -64 shares

    <0.01% of the 13F portfolio, value $454,262.

    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 10,547 shares
    Change vs previous 13F -658 shares

    <0.01% of the 13F portfolio, value $484,034.

    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 11,205 shares
    Change vs previous 13F -496 shares

    <0.01% of the 13F portfolio, value $509,621.

    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 11,701 shares
    Change vs previous 13F +2,143 shares

    <0.01% of the 13F portfolio, value $567,031.

    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 9,558 shares
    Change vs previous 13F -166 shares

    <0.01% of the 13F portfolio, value $433,309.

    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 9,724 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $527,257.

    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).