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Disclosery

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

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

D.A. DAVIDSON & CO. held 26,940 PFS 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 26,940 shares
    Change vs previous 13F +469 shares

    <0.01% of the 13F portfolio, value $636,880.

    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 26,471 shares
    Change vs previous 13F +333 shares

    <0.01% of the 13F portfolio, value $560,135.

    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 26,138 shares
    Change vs previous 13F +128 shares

    <0.01% of the 13F portfolio, value $516,236.

    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 26,010 shares
    Change vs previous 13F +3,316 shares

    <0.01% of the 13F portfolio, value $501,489.

    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 22,694 shares
    Change vs previous 13F -332 shares

    <0.01% of the 13F portfolio, value $397,829.

    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 23,026 shares
    Change vs previous 13F -4,803 shares

    <0.01% of the 13F portfolio, value $395,363.

    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 27,829 shares
    Change vs previous 13F -1,573 shares

    <0.01% of the 13F portfolio, value $525,134.

    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 29,402 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $545,715.

    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).