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Disclosery

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

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

D.A. DAVIDSON & CO. held 421,822 IBTP 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 421,822 shares
    Change vs previous 13F +37,159 shares

    0.06% of the 13F portfolio, value $10,707,907.

    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 384,663 shares
    Change vs previous 13F +10,579 shares

    0.06% of the 13F portfolio, value $9,858,913.

    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 374,084 shares
    Change vs previous 13F +6,470 shares

    0.06% of the 13F portfolio, value $9,654,919.

    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 367,614 shares
    Change vs previous 13F +46,982 shares

    0.06% of the 13F portfolio, value $9,524,879.

    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 320,632 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,242,100.

    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).