Skip to content
Disclosery

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

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

D.A. DAVIDSON & CO. held 24,723 SDY 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 24,723 shares
    Change vs previous 13F -887 shares

    0.02% of the 13F portfolio, value $3,762,444.

    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 25,610 shares
    Change vs previous 13F +1,312 shares

    0.02% of the 13F portfolio, value $3,737,559.

    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 24,298 shares
    Change vs previous 13F +283 shares

    0.02% of the 13F portfolio, value $3,381,315.

    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 24,015 shares
    Change vs previous 13F +715 shares

    0.02% of the 13F portfolio, value $3,363,351.

    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 23,300 shares
    Change vs previous 13F -65 shares

    0.02% of the 13F portfolio, value $3,162,509.

    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 23,365 shares
    Change vs previous 13F +491 shares

    0.03% of the 13F portfolio, value $3,170,163.

    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 22,874 shares
    Change vs previous 13F +1,869 shares

    0.02% of the 13F portfolio, value $3,021,756.

    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 21,005 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,983,570.

    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).