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Disclosery

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

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

D.A. DAVIDSON & CO. held 14,357 PDI 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 14,357 shares
    Change vs previous 13F -2,075 shares

    <0.01% of the 13F portfolio, value $239,776.

    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 16,432 shares
    Change vs previous 13F -234 shares

    <0.01% of the 13F portfolio, value $281,154.

    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 16,666 shares
    Change vs previous 13F -1,998 shares

    <0.01% of the 13F portfolio, value $295,163.

    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 18,664 shares
    Change vs previous 13F -4,268 shares

    <0.01% of the 13F portfolio, value $369,547.

    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 22,932 shares
    Change vs previous 13F -1,230 shares

    <0.01% of the 13F portfolio, value $435,020.

    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 24,162 shares
    Change vs previous 13F +3,261 shares

    <0.01% of the 13F portfolio, value $478,408.

    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 20,901 shares
    Change vs previous 13F -6,116 shares

    <0.01% of the 13F portfolio, value $383,324.

    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 27,017 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $547,635.

    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).