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Disclosery

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

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

D.A. DAVIDSON & CO. held 20,665 IWD 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 20,665 shares
    Change vs previous 13F +767 shares

    0.03% of the 13F portfolio, value $5,009,888.

    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 19,898 shares
    Change vs previous 13F -7,416 shares

    0.03% of the 13F portfolio, value $4,251,806.

    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 27,314 shares
    Change vs previous 13F +7,767 shares

    0.04% of the 13F portfolio, value $5,745,394.

    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 19,547 shares
    Change vs previous 13F -398 shares

    0.03% of the 13F portfolio, value $3,979,680.

    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 19,945 shares
    Change vs previous 13F -1,729 shares

    0.03% of the 13F portfolio, value $3,874,070.

    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 21,674 shares
    Change vs previous 13F -1,475 shares

    0.03% of the 13F portfolio, value $4,078,194.

    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 23,149 shares
    Change vs previous 13F +630 shares

    0.03% of the 13F portfolio, value $4,285,652.

    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 22,519 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,274,175.

    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).