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Disclosery

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

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

D.A. DAVIDSON & CO. held 321,949 IWR 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 321,949 shares
    Change vs previous 13F +1,042 shares

    0.2% of the 13F portfolio, value $35,517,518.

    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 320,907 shares
    Change vs previous 13F -2,910 shares

    0.19% of the 13F portfolio, value $31,201,827.

    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 323,817 shares
    Change vs previous 13F +4,932 shares

    0.19% of the 13F portfolio, value $31,173,863.

    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 318,885 shares
    Change vs previous 13F +6,307 shares

    0.2% of the 13F portfolio, value $30,788,439.

    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 312,578 shares
    Change vs previous 13F -2,229 shares

    0.2% of the 13F portfolio, value $28,747,821.

    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 314,807 shares
    Change vs previous 13F +8,931 shares

    0.22% of the 13F portfolio, value $26,780,636.

    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 305,876 shares
    Change vs previous 13F +3,041 shares

    0.22% of the 13F portfolio, value $27,039,494.

    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 302,835 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $26,691,945.

    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).