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Disclosery

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

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

D.A. DAVIDSON & CO. held 94,875 IDV 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 94,875 shares
    Change vs previous 13F -96,307 shares

    0.02% of the 13F portfolio, value $3,930,712.

    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 191,182 shares
    Change vs previous 13F +2,686 shares

    0.05% of the 13F portfolio, value $8,136,740.

    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 188,496 shares
    Change vs previous 13F +6,359 shares

    0.05% of the 13F portfolio, value $7,436,201.

    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 182,137 shares
    Change vs previous 13F -305 shares

    0.04% of the 13F portfolio, value $6,657,118.

    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 182,442 shares
    Change vs previous 13F +2,200 shares

    0.04% of the 13F portfolio, value $6,296,089.

    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 180,242 shares
    Change vs previous 13F -5,353 shares

    0.04% of the 13F portfolio, value $5,591,134.

    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 185,595 shares
    Change vs previous 13F +9,716 shares

    0.04% of the 13F portfolio, value $5,081,613.

    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 175,879 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,316,837.

    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).