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Disclosery

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

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

D.A. DAVIDSON & CO. held 85,078 IBTG 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 85,078 shares
    Change vs previous 13F -46,506 shares

    0.01% of the 13F portfolio, value $1,947,435.

    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 131,584 shares
    Change vs previous 13F -59,026 shares

    0.02% of the 13F portfolio, value $3,015,247.

    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 190,610 shares
    Change vs previous 13F -22,242 shares

    0.03% of the 13F portfolio, value $4,360,203.

    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 212,852 shares
    Change vs previous 13F +10,179 shares

    0.03% of the 13F portfolio, value $4,884,953.

    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 202,673 shares
    Change vs previous 13F -50,819 shares

    0.03% of the 13F portfolio, value $4,647,292.

    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 253,492 shares
    Change vs previous 13F +16,257 shares

    0.05% of the 13F portfolio, value $5,815,106.

    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 237,235 shares
    Change vs previous 13F +40,617 shares

    0.04% of the 13F portfolio, value $5,411,330.

    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 196,618 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,534,994.

    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).