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Disclosery

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

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

D.A. DAVIDSON & CO. held 6,668,535 SPIB 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 6,668,535 shares
    Change vs previous 13F +188,656 shares

    1.23% of the 13F portfolio, value $223,129,194.

    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 6,479,879 shares
    Change vs previous 13F +410,391 shares

    1.32% of the 13F portfolio, value $217,335,156.

    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 6,069,488 shares
    Change vs previous 13F +270,696 shares

    1.26% of the 13F portfolio, value $205,209,393.

    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 5,798,792 shares
    Change vs previous 13F +217,852 shares

    1.26% of the 13F portfolio, value $196,521,091.

    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 5,580,940 shares
    Change vs previous 13F +95,829 shares

    1.32% of the 13F portfolio, value $187,407,964.

    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 5,485,111 shares
    Change vs previous 13F +318,826 shares

    1.46% of the 13F portfolio, value $182,325,103.

    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 5,166,285 shares
    Change vs previous 13F +216,822 shares

    1.38% of the 13F portfolio, value $169,247,497.

    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 4,949,463 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $166,846,398.

    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).