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Disclosery

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

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

D.A. DAVIDSON & CO. held 35,944 FERG 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 35,944 shares
    Change vs previous 13F +1,561 shares

    0.05% of the 13F portfolio, value $8,530,631.

    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 34,383 shares
    Change vs previous 13F +3,400 shares

    0.05% of the 13F portfolio, value $8,020,330.

    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 30,983 shares
    Change vs previous 13F +14,644 shares

    0.04% of the 13F portfolio, value $6,897,825.

    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 16,339 shares
    Change vs previous 13F -728 shares

    0.02% of the 13F portfolio, value $3,669,597.

    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 17,067 shares
    Change vs previous 13F +14,209 shares

    0.03% of the 13F portfolio, value $3,716,453.

    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 2,858 shares
    Change vs previous 13F -911 shares

    <0.01% of the 13F portfolio, value $457,957.

    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 3,769 shares
    Change vs previous 13F -496 shares

    0.01% of the 13F portfolio, value $654,199.

    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 4,265 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $846,943.

    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).