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Disclosery

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

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

D.A. DAVIDSON & CO. held 17,704 IYW 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 17,704 shares
    Change vs previous 13F -3,750 shares

    0.02% of the 13F portfolio, value $4,465,545.

    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 21,454 shares
    Change vs previous 13F +10,674 shares

    0.02% of the 13F portfolio, value $3,892,209.

    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 10,780 shares
    Change vs previous 13F -182 shares

    0.01% of the 13F portfolio, value $2,152,731.

    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 10,962 shares
    Change vs previous 13F -396 shares

    0.01% of the 13F portfolio, value $2,147,148.

    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 11,358 shares
    Change vs previous 13F +469 shares

    0.01% of the 13F portfolio, value $1,968,070.

    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 10,889 shares
    Change vs previous 13F -8,532 shares

    0.01% of the 13F portfolio, value $1,529,388.

    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 19,421 shares
    Change vs previous 13F +382 shares

    0.03% of the 13F portfolio, value $3,098,153.

    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 19,039 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,886,806.

    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).