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Disclosery

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

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

D.A. DAVIDSON & CO. held 1,692 IWY 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 1,692 shares
    Change vs previous 13F +467 shares

    <0.01% of the 13F portfolio, value $491,729.

    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 1,225 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $304,829.

    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 1,205 shares
    Change vs previous 13F -289 shares

    <0.01% of the 13F portfolio, value $333,713.

    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 1,494 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $408,833.

    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 1,494 shares
    Change vs previous 13F +414 shares

    <0.01% of the 13F portfolio, value $368,286.

    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 1,080 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $227,815.

    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 1,080 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $254,092.

    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).