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Disclosery

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

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

D.A. DAVIDSON & CO. held 22,365 OEF 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 22,365 shares
    Change vs previous 13F -7,066 shares

    0.05% of the 13F portfolio, value $8,182,683.

    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 29,431 shares
    Change vs previous 13F +2,837 shares

    0.06% of the 13F portfolio, value $9,361,118.

    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 26,594 shares
    Change vs previous 13F +758 shares

    0.06% of the 13F portfolio, value $9,120,944.

    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 25,836 shares
    Change vs previous 13F +1,259 shares

    0.06% of the 13F portfolio, value $8,599,254.

    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 24,577 shares
    Change vs previous 13F +217 shares

    0.05% of the 13F portfolio, value $7,480,010.

    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 24,360 shares
    Change vs previous 13F -219 shares

    0.05% of the 13F portfolio, value $6,597,419.

    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 24,579 shares
    Change vs previous 13F +983 shares

    0.06% of the 13F portfolio, value $7,099,644.

    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 23,596 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,530,429.

    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).