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Disclosery

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

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

D.A. DAVIDSON & CO. held 36,233 PFL 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 36,233 shares
    Change vs previous 13F +476 shares

    <0.01% of the 13F portfolio, value $285,523.

    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 35,757 shares
    Change vs previous 13F +11,758 shares

    <0.01% of the 13F portfolio, value $286,059.

    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 23,999 shares
    Change vs previous 13F +7,685 shares

    <0.01% of the 13F portfolio, value $202,312.

    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 16,314 shares
    Change vs previous 13F +5,063 shares

    <0.01% of the 13F portfolio, value $138,995.

    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 11,251 shares
    Change vs previous 13F -6,800 shares

    <0.01% of the 13F portfolio, value $93,833.

    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 18,051 shares
    Change vs previous 13F +1,740 shares

    <0.01% of the 13F portfolio, value $155,239.

    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 16,311 shares
    Change vs previous 13F -8,326 shares

    <0.01% of the 13F portfolio, value $136,686.

    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 24,637 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,139.

    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).