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Disclosery

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

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

D.A. DAVIDSON & CO. held 135,415 LVHI 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 135,415 shares
    Change vs previous 13F -8,718 shares

    0.03% of the 13F portfolio, value $5,495,835.

    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 144,133 shares
    Change vs previous 13F -41,523 shares

    0.04% of the 13F portfolio, value $5,843,152.

    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 185,656 shares
    Change vs previous 13F +10,171 shares

    0.04% of the 13F portfolio, value $6,835,856.

    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 175,485 shares
    Change vs previous 13F +48,671 shares

    0.04% of the 13F portfolio, value $6,098,108.

    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 126,814 shares
    Change vs previous 13F +7,812 shares

    0.03% of the 13F portfolio, value $4,127,796.

    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 119,002 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,852,095.

    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).