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Disclosery

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

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

D.A. DAVIDSON & CO. held 18,221 PTY 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 18,221 shares
    Change vs previous 13F +387 shares

    <0.01% of the 13F portfolio, value $219,207.

    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 17,834 shares
    Change vs previous 13F -3,614 shares

    <0.01% of the 13F portfolio, value $215,086.

    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 21,448 shares
    Change vs previous 13F -2,318 shares

    <0.01% of the 13F portfolio, value $276,680.

    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 23,766 shares
    Change vs previous 13F -4,386 shares

    <0.01% of the 13F portfolio, value $343,193.

    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 28,152 shares
    Change vs previous 13F -3,365 shares

    <0.01% of the 13F portfolio, value $391,605.

    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 31,517 shares
    Change vs previous 13F +6,313 shares

    <0.01% of the 13F portfolio, value $455,741.

    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 25,204 shares
    Change vs previous 13F +1,481 shares

    <0.01% of the 13F portfolio, value $362,187.

    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 23,723 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $341,374.

    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).