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Disclosery

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

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

D.A. DAVIDSON & CO. held 1,010,033 IBTK 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 1,010,033 shares
    Change vs previous 13F +87,330 shares

    0.11% of the 13F portfolio, value $19,736,045.

    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 922,703 shares
    Change vs previous 13F +42,814 shares

    0.11% of the 13F portfolio, value $18,195,703.

    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 879,889 shares
    Change vs previous 13F +37,413 shares

    0.11% of the 13F portfolio, value $17,461,395.

    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 842,476 shares
    Change vs previous 13F +96,597 shares

    0.11% of the 13F portfolio, value $16,744,208.

    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 745,879 shares
    Change vs previous 13F +443,397 shares

    0.1% of the 13F portfolio, value $14,798,239.

    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 302,482 shares
    Change vs previous 13F +30,715 shares

    0.05% of the 13F portfolio, value $5,946,796.

    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 271,767 shares
    Change vs previous 13F +29,684 shares

    0.04% of the 13F portfolio, value $5,215,995.

    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 242,083 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,852,553.

    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).