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Disclosery

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

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

D.A. DAVIDSON & CO. held 166,920 SOR 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 166,920 shares
    Change vs previous 13F -2,369 shares

    0.04% of the 13F portfolio, value $7,673,337.

    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 169,289 shares
    Change vs previous 13F -729 shares

    0.05% of the 13F portfolio, value $7,841,505.

    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 170,018 shares
    Change vs previous 13F -73 shares

    0.05% of the 13F portfolio, value $7,780,040.

    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 170,091 shares
    Change vs previous 13F -2,057 shares

    0.05% of the 13F portfolio, value $7,657,519.

    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 172,148 shares
    Change vs previous 13F +1,042 shares

    0.05% of the 13F portfolio, value $7,464,883.

    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 171,106 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,102,376.

    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).