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Disclosery

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

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

D.A. DAVIDSON & CO. held 7,913,764 IXUS 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 7,913,764 shares
    Change vs previous 13F +150,120 shares

    4.18% of the 13F portfolio, value $755,289,642.

    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 7,763,644 shares
    Change vs previous 13F -85,157 shares

    4.08% of the 13F portfolio, value $672,642,147.

    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 7,848,801 shares
    Change vs previous 13F +227,814 shares

    4.07% of the 13F portfolio, value $664,322,549.

    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 7,620,987 shares
    Change vs previous 13F +276,306 shares

    4.03% of the 13F portfolio, value $629,341,174.

    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 7,344,681 shares
    Change vs previous 13F +127,891 shares

    4% of the 13F portfolio, value $567,817,315.

    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 7,216,790 shares
    Change vs previous 13F +274,011 shares

    4.05% of the 13F portfolio, value $503,804,156.

    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 6,942,779 shares
    Change vs previous 13F +269,075 shares

    3.74% of the 13F portfolio, value $459,195,452.

    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 6,673,704 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $484,711,135.

    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).