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Disclosery

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

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

D.A. DAVIDSON & CO. held 143,663 SHY 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 143,663 shares
    Change vs previous 13F -8,808 shares

    0.07% of the 13F portfolio, value $11,796,169.

    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 152,471 shares
    Change vs previous 13F +20,580 shares

    0.08% of the 13F portfolio, value $12,589,588.

    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 131,891 shares
    Change vs previous 13F +40,107 shares

    0.07% of the 13F portfolio, value $10,923,285.

    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 91,784 shares
    Change vs previous 13F +7,758 shares

    0.05% of the 13F portfolio, value $7,614,442.

    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 84,026 shares
    Change vs previous 13F +14,497 shares

    0.05% of the 13F portfolio, value $6,962,450.

    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 69,529 shares
    Change vs previous 13F +41,734 shares

    0.05% of the 13F portfolio, value $5,752,167.

    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 27,795 shares
    Change vs previous 13F +17,958 shares

    0.02% of the 13F portfolio, value $2,278,665.

    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 9,837 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $818,012.

    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).