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Disclosery

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

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

D.A. DAVIDSON & CO. held 129,947 IP 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 129,947 shares
    Change vs previous 13F -7,909 shares

    0.03% of the 13F portfolio, value $4,950,986.

    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 137,856 shares
    Change vs previous 13F +31,518 shares

    0.03% of the 13F portfolio, value $4,921,484.

    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 106,338 shares
    Change vs previous 13F -2,804 shares

    0.03% of the 13F portfolio, value $4,188,659.

    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 109,142 shares
    Change vs previous 13F +4,186 shares

    0.03% of the 13F portfolio, value $5,064,193.

    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 104,956 shares
    Change vs previous 13F -3,212 shares

    0.03% of the 13F portfolio, value $4,915,125.

    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 108,168 shares
    Change vs previous 13F -7,934 shares

    0.05% of the 13F portfolio, value $5,770,784.

    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 116,102 shares
    Change vs previous 13F -23,186 shares

    0.05% of the 13F portfolio, value $6,248,659.

    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 139,288 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,804,239.

    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).