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Disclosery

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

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

D.A. DAVIDSON & CO. held 182,675 IVV 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 182,675 shares
    Change vs previous 13F +6,488 shares

    0.76% of the 13F portfolio, value $136,804,160.

    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 176,187 shares
    Change vs previous 13F +6,098 shares

    0.7% of the 13F portfolio, value $115,087,621.

    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 170,089 shares
    Change vs previous 13F +915 shares

    0.71% of the 13F portfolio, value $116,500,790.

    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 169,174 shares
    Change vs previous 13F -107 shares

    0.72% of the 13F portfolio, value $113,228,678.

    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 169,281 shares
    Change vs previous 13F -2,234 shares

    0.74% of the 13F portfolio, value $105,107,122.

    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 171,515 shares
    Change vs previous 13F -4,218 shares

    0.77% of the 13F portfolio, value $96,374,729.

    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 175,733 shares
    Change vs previous 13F -643 shares

    0.84% of the 13F portfolio, value $103,451,032.

    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 176,376 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $101,737,252.

    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).