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Disclosery

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

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

D.A. DAVIDSON & CO. held 18,859 ICVT 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 18,859 shares
    Change vs previous 13F -1,133 shares

    0.01% of the 13F portfolio, value $2,295,895.

    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 19,992 shares
    Change vs previous 13F -476 shares

    0.01% of the 13F portfolio, value $2,034,986.

    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 20,468 shares
    Change vs previous 13F +164 shares

    0.01% of the 13F portfolio, value $2,016,098.

    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 20,304 shares
    Change vs previous 13F +326 shares

    0.01% of the 13F portfolio, value $2,031,415.

    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 19,978 shares
    Change vs previous 13F +1,894 shares

    0.01% of the 13F portfolio, value $1,800,018.

    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 18,084 shares
    Change vs previous 13F -1,145 shares

    0.01% of the 13F portfolio, value $1,512,003.

    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 19,229 shares
    Change vs previous 13F +3,627 shares

    0.01% of the 13F portfolio, value $1,633,888.

    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 15,602 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,305,419.

    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).