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Disclosery

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

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

D.A. DAVIDSON & CO. held 382,798 IBTJ 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 382,798 shares
    Change vs previous 13F +23,378 shares

    0.05% of the 13F portfolio, value $8,287,577.

    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 359,420 shares
    Change vs previous 13F +20,615 shares

    0.05% of the 13F portfolio, value $7,850,809.

    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 338,805 shares
    Change vs previous 13F +21,692 shares

    0.05% of the 13F portfolio, value $7,435,075.

    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 317,113 shares
    Change vs previous 13F +17,628 shares

    0.04% of the 13F portfolio, value $6,962,215.

    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 299,485 shares
    Change vs previous 13F +3,919 shares

    0.05% of the 13F portfolio, value $6,564,711.

    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 295,566 shares
    Change vs previous 13F +20,714 shares

    0.05% of the 13F portfolio, value $6,434,472.

    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 274,852 shares
    Change vs previous 13F +22,207 shares

    0.05% of the 13F portfolio, value $5,861,574.

    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 252,645 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,584,717.

    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).