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Disclosery

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

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

D.A. DAVIDSON & CO. held 300,253 FDVV 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 300,253 shares
    Change vs previous 13F -14,839 shares

    0.1% of the 13F portfolio, value $18,102,267.

    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 315,092 shares
    Change vs previous 13F +7,885 shares

    0.11% of the 13F portfolio, value $17,405,705.

    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 307,207 shares
    Change vs previous 13F +23,334 shares

    0.11% of the 13F portfolio, value $17,415,602.

    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 283,873 shares
    Change vs previous 13F +159,198 shares

    0.1% of the 13F portfolio, value $15,814,612.

    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 124,675 shares
    Change vs previous 13F +14,375 shares

    0.05% of the 13F portfolio, value $6,485,608.

    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 110,300 shares
    Change vs previous 13F +24,796 shares

    0.04% of the 13F portfolio, value $5,470,923.

    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 85,504 shares
    Change vs previous 13F +8,277 shares

    0.03% of the 13F portfolio, value $4,270,096.

    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 77,227 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,911,577.

    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).