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Disclosery

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

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

D.A. DAVIDSON & CO. held 2,791,019 DFAX 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 2,791,019 shares
    Change vs previous 13F +7,241 shares

    0.57% of the 13F portfolio, value $102,821,140.

    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 2,783,778 shares
    Change vs previous 13F -30,996 shares

    0.57% of the 13F portfolio, value $94,564,939.

    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 2,814,774 shares
    Change vs previous 13F +17,017 shares

    0.56% of the 13F portfolio, value $92,127,553.

    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 2,797,757 shares
    Change vs previous 13F +31,328 shares

    0.56% of the 13F portfolio, value $87,793,615.

    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 2,766,429 shares
    Change vs previous 13F -181 shares

    0.57% of the 13F portfolio, value $81,250,020.

    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 2,766,610 shares
    Change vs previous 13F +101,290 shares

    0.58% of the 13F portfolio, value $72,485,182.

    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 2,665,320 shares
    Change vs previous 13F +66,311 shares

    0.54% of the 13F portfolio, value $66,259,855.

    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 2,599,009 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $70,199,233.

    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).