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Disclosery

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

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

D.A. DAVIDSON & CO. held 30,698 SHAK 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 30,698 shares
    Change vs previous 13F +1,851 shares

    0.01% of the 13F portfolio, value $1,719,702.

    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 28,847 shares
    Change vs previous 13F +4,571 shares

    0.02% of the 13F portfolio, value $2,552,094.

    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 24,276 shares
    Change vs previous 13F +13,013 shares

    0.01% of the 13F portfolio, value $1,970,483.

    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 11,263 shares
    Change vs previous 13F +505 shares

    0.01% of the 13F portfolio, value $1,054,329.

    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 10,758 shares
    Change vs previous 13F +1,021 shares

    0.01% of the 13F portfolio, value $1,512,575.

    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 9,737 shares
    Change vs previous 13F +7,037 shares

    0.01% of the 13F portfolio, value $858,511.

    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 2,700 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $350,460.

    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 2,700 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278,667.

    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).