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Disclosery

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

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

D.A. DAVIDSON & CO. held 101,477 IVOO 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 101,477 shares
    Change vs previous 13F -3,771 shares

    0.07% of the 13F portfolio, value $13,232,609.

    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 105,248 shares
    Change vs previous 13F -30,325 shares

    0.07% of the 13F portfolio, value $12,031,979.

    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 135,573 shares
    Change vs previous 13F +7,352 shares

    0.09% of the 13F portfolio, value $15,157,167.

    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 128,221 shares
    Change vs previous 13F -3,075 shares

    0.09% of the 13F portfolio, value $14,153,124.

    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 131,296 shares
    Change vs previous 13F +19,335 shares

    0.1% of the 13F portfolio, value $13,783,455.

    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 111,961 shares
    Change vs previous 13F +9,430 shares

    0.09% of the 13F portfolio, value $11,050,559.

    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 102,531 shares
    Change vs previous 13F +1,652 shares

    0.09% of the 13F portfolio, value $10,817,053.

    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 100,879 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,655,892.

    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).