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

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

D.A. DAVIDSON & CO. held 102,870 PFXF 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 102,870 shares
    Change vs previous 13F +15,246 shares

    0.01% of the 13F portfolio, value $1,835,201.

    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 87,624 shares
    Change vs previous 13F +5,887 shares

    0.01% of the 13F portfolio, value $1,536,925.

    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 81,737 shares
    Change vs previous 13F +5,256 shares

    0.01% of the 13F portfolio, value $1,443,475.

    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 76,481 shares
    Change vs previous 13F +2,315 shares

    0.01% of the 13F portfolio, value $1,359,067.

    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 74,166 shares
    Change vs previous 13F -400 shares

    0.01% of the 13F portfolio, value $1,269,722.

    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 74,566 shares
    Change vs previous 13F +3,796 shares

    0.01% of the 13F portfolio, value $1,249,726.

    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 70,770 shares
    Change vs previous 13F +1,668 shares

    0.01% of the 13F portfolio, value $1,220,783.

    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 69,102 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,261,803.

    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).