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Disclosery

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

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

D.A. DAVIDSON & CO. held 2,007 IWV 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 2,007 shares
    Change vs previous 13F -1,262 shares

    <0.01% of the 13F portfolio, value $856,088.

    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 3,269 shares
    Change vs previous 13F -893 shares

    0.01% of the 13F portfolio, value $1,211,962.

    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 4,162 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $1,610,083.

    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 4,180 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $1,584,226.

    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 4,179 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $1,466,996.

    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 4,178 shares
    Change vs previous 13F -29 shares

    0.01% of the 13F portfolio, value $1,327,170.

    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 4,207 shares
    Change vs previous 13F -423 shares

    0.01% of the 13F portfolio, value $1,406,340.

    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 4,630 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,513,081.

    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).