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Disclosery

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

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

D.A. DAVIDSON & CO. held 6,402 IBB 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 6,402 shares
    Change vs previous 13F +205 shares

    0.01% of the 13F portfolio, value $1,217,721.

    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 6,197 shares
    Change vs previous 13F +448 shares

    0.01% of the 13F portfolio, value $1,046,491.

    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 5,749 shares
    Change vs previous 13F -7,952 shares

    0.01% of the 13F portfolio, value $970,354.

    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 13,701 shares
    Change vs previous 13F +8,825 shares

    0.01% of the 13F portfolio, value $1,978,102.

    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 4,876 shares
    Change vs previous 13F +1,039 shares

    <0.01% of the 13F portfolio, value $616,899.

    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 3,837 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $490,779.

    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 3,778 shares
    Change vs previous 13F +118 shares

    <0.01% of the 13F portfolio, value $499,610.

    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 3,660 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $533,007.

    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).