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Disclosery

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

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

D.A. DAVIDSON & CO. held 75,136 PEO 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 75,136 shares
    Change vs previous 13F +203 shares

    0.01% of the 13F portfolio, value $1,857,378.

    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 74,933 shares
    Change vs previous 13F +6,971 shares

    0.01% of the 13F portfolio, value $2,083,158.

    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 67,962 shares
    Change vs previous 13F +1,875 shares

    0.01% of the 13F portfolio, value $1,477,515.

    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 66,087 shares
    Change vs previous 13F +1,799 shares

    0.01% of the 13F portfolio, value $1,422,206.

    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 64,288 shares
    Change vs previous 13F -607 shares

    0.01% of the 13F portfolio, value $1,373,835.

    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 64,895 shares
    Change vs previous 13F +921 shares

    0.01% of the 13F portfolio, value $1,480,258.

    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 63,974 shares
    Change vs previous 13F -133 shares

    0.01% of the 13F portfolio, value $1,390,805.

    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 64,107 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,488,582.

    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).