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Disclosery

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

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

D.A. DAVIDSON & CO. held 27,288 DFAE 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 27,288 shares
    Change vs previous 13F +6,164 shares

    0.01% of the 13F portfolio, value $1,097,250.

    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 21,124 shares
    Change vs previous 13F +2,570 shares

    <0.01% of the 13F portfolio, value $715,259.

    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 18,554 shares
    Change vs previous 13F +2,054 shares

    <0.01% of the 13F portfolio, value $604,304.

    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 16,500 shares
    Change vs previous 13F +1,007 shares

    <0.01% of the 13F portfolio, value $520,245.

    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 15,493 shares
    Change vs previous 13F +2,628 shares

    <0.01% of the 13F portfolio, value $448,522.

    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 12,865 shares
    Change vs previous 13F -313 shares

    <0.01% of the 13F portfolio, value $333,075.

    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 13,178 shares
    Change vs previous 13F -8,015 shares

    <0.01% of the 13F portfolio, value $334,326.

    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 21,193 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $580,900.

    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).