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Disclosery

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

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

D.A. DAVIDSON & CO. held 75,878 DFNL 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 75,878 shares
    Change vs previous 13F -2,375 shares

    0.02% of the 13F portfolio, value $3,745,740.

    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 78,253 shares
    Change vs previous 13F -459 shares

    0.02% of the 13F portfolio, value $3,508,885.

    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 78,712 shares
    Change vs previous 13F +88 shares

    0.02% of the 13F portfolio, value $3,804,173.

    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 78,624 shares
    Change vs previous 13F -325 shares

    0.02% of the 13F portfolio, value $3,555,391.

    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 78,949 shares
    Change vs previous 13F -522 shares

    0.02% of the 13F portfolio, value $3,390,083.

    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 79,471 shares
    Change vs previous 13F +3,400 shares

    0.03% of the 13F portfolio, value $3,121,633.

    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 76,071 shares
    Change vs previous 13F -317 shares

    0.02% of the 13F portfolio, value $2,897,556.

    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 76,388 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,825,440.

    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).