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Disclosery

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

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

D.A. DAVIDSON & CO. held 63,813 FDUS 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 63,813 shares
    Change vs previous 13F -11,595 shares

    0.01% of the 13F portfolio, value $1,216,932.

    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 75,408 shares
    Change vs previous 13F -6,462 shares

    0.01% of the 13F portfolio, value $1,313,618.

    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 81,870 shares
    Change vs previous 13F -73,881 shares

    0.01% of the 13F portfolio, value $1,580,103.

    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 155,751 shares
    Change vs previous 13F +39,879 shares

    0.02% of the 13F portfolio, value $3,155,528.

    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 115,872 shares
    Change vs previous 13F +71,145 shares

    0.02% of the 13F portfolio, value $2,340,615.

    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 44,727 shares
    Change vs previous 13F +13,344 shares

    0.01% of the 13F portfolio, value $911,994.

    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 31,383 shares
    Change vs previous 13F +4,485 shares

    0.01% of the 13F portfolio, value $659,685.

    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 26,898 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $527,206.

    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).