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Disclosery

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

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

D.A. DAVIDSON & CO. held 133,676 IBTL 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 133,676 shares
    Change vs previous 13F +27,126 shares

    0.01% of the 13F portfolio, value $2,698,918.

    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 106,550 shares
    Change vs previous 13F +76,080 shares

    0.01% of the 13F portfolio, value $2,173,502.

    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 30,470 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $625,397.

    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).