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Disclosery

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

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

D.A. DAVIDSON & CO. held 112,304 IWM 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 112,304 shares
    Change vs previous 13F -5,298 shares

    0.19% of the 13F portfolio, value $33,741,969.

    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 117,602 shares
    Change vs previous 13F -2,113 shares

    0.18% of the 13F portfolio, value $29,165,440.

    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 119,715 shares
    Change vs previous 13F -1,183 shares

    0.18% of the 13F portfolio, value $29,469,212.

    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 120,898 shares
    Change vs previous 13F -28,899 shares

    0.19% of the 13F portfolio, value $29,252,532.

    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 149,797 shares
    Change vs previous 13F -294 shares

    0.23% of the 13F portfolio, value $32,324,698.

    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 150,091 shares
    Change vs previous 13F +8,259 shares

    0.24% of the 13F portfolio, value $29,941,752.

    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 141,832 shares
    Change vs previous 13F +2,926 shares

    0.26% of the 13F portfolio, value $31,339,205.

    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 138,906 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $30,682,969.

    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).