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Disclosery

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

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

D.A. DAVIDSON & CO. held 463,113 IBTM 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 463,113 shares
    Change vs previous 13F +41,330 shares

    0.06% of the 13F portfolio, value $10,510,348.

    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 421,783 shares
    Change vs previous 13F +12,083 shares

    0.06% of the 13F portfolio, value $9,671,651.

    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 409,700 shares
    Change vs previous 13F +8,554 shares

    0.06% of the 13F portfolio, value $9,453,826.

    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 401,146 shares
    Change vs previous 13F +52,769 shares

    0.06% of the 13F portfolio, value $9,278,507.

    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 348,377 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,023,122.

    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).