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Disclosery

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

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

D.A. DAVIDSON & CO. held 550,307 IWO 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 550,307 shares
    Change vs previous 13F +5,612 shares

    1.2% of the 13F portfolio, value $216,799,260.

    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 544,695 shares
    Change vs previous 13F +12,173 shares

    1.04% of the 13F portfolio, value $170,930,823.

    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 532,522 shares
    Change vs previous 13F +10,967 shares

    1.05% of the 13F portfolio, value $172,009,930.

    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 521,555 shares
    Change vs previous 13F +9,433 shares

    1.07% of the 13F portfolio, value $166,918,549.

    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 512,122 shares
    Change vs previous 13F +17,568 shares

    1.03% of the 13F portfolio, value $146,395,318.

    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 494,554 shares
    Change vs previous 13F +17,213 shares

    1.01% of the 13F portfolio, value $126,373,592.

    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 477,341 shares
    Change vs previous 13F +6,649 shares

    1.12% of the 13F portfolio, value $137,388,498.

    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 470,692 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $133,676,790.

    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).