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Disclosery

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

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

D.A. DAVIDSON & CO. held 1,490,000 IWF 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 1,490,000 shares
    Change vs previous 13F +1,111,533 shares

    1.02% of the 13F portfolio, value $185,013,363.

    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 378,467 shares
    Change vs previous 13F +16,461 shares

    0.98% of the 13F portfolio, value $161,378,394.

    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 362,006 shares
    Change vs previous 13F -453 shares

    1.05% of the 13F portfolio, value $171,337,808.

    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 362,459 shares
    Change vs previous 13F -497 shares

    1.09% of the 13F portfolio, value $169,779,863.

    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 362,956 shares
    Change vs previous 13F +1,080 shares

    1.09% of the 13F portfolio, value $154,103,947.

    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 361,876 shares
    Change vs previous 13F -6,176 shares

    1.05% of the 13F portfolio, value $130,669,834.

    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 368,052 shares
    Change vs previous 13F -2,222 shares

    1.2% of the 13F portfolio, value $147,802,713.

    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 370,274 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $138,993,615.

    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).