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Disclosery

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

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

D.A. DAVIDSON & CO. held 313,806 IUSB 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 313,806 shares
    Change vs previous 13F -12,395 shares

    0.08% of the 13F portfolio, value $14,482,147.

    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 326,201 shares
    Change vs previous 13F -10,611 shares

    0.09% of the 13F portfolio, value $15,067,224.

    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 336,812 shares
    Change vs previous 13F -2,901 shares

    0.1% of the 13F portfolio, value $15,675,230.

    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 339,713 shares
    Change vs previous 13F +82,499 shares

    0.1% of the 13F portfolio, value $15,867,994.

    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 257,214 shares
    Change vs previous 13F -3,043 shares

    0.08% of the 13F portfolio, value $11,891,003.

    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 260,257 shares
    Change vs previous 13F -3,138 shares

    0.1% of the 13F portfolio, value $11,992,643.

    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 263,395 shares
    Change vs previous 13F +21,980 shares

    0.1% of the 13F portfolio, value $11,905,454.

    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 241,415 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $11,375,475.

    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).