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

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

D.A. DAVIDSON & CO. held 2,570 IOO 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 2,570 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $351,062.

    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 2,576 shares
    Change vs previous 13F +883 shares

    <0.01% of the 13F portfolio, value $311,619.

    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 1,693 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,452.

    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).