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Disclosery

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

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

D.A. DAVIDSON & CO. held 9,709 ITOT 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 9,709 shares
    Change vs previous 13F -332 shares

    0.01% of the 13F portfolio, value $1,595,016.

    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 10,041 shares
    Change vs previous 13F -1,297 shares

    0.01% of the 13F portfolio, value $1,430,242.

    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 11,338 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $1,685,955.

    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 11,350 shares
    Change vs previous 13F -339 shares

    0.01% of the 13F portfolio, value $1,653,233.

    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 11,689 shares
    Change vs previous 13F +94 shares

    0.01% of the 13F portfolio, value $1,578,580.

    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 11,595 shares
    Change vs previous 13F -1,600 shares

    0.01% of the 13F portfolio, value $1,414,794.

    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 13,195 shares
    Change vs previous 13F +693 shares

    0.01% of the 13F portfolio, value $1,697,234.

    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 12,502 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,570,501.

    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).