Skip to content
Disclosery

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

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

D.A. DAVIDSON & CO. held 96,396 SPY 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 96,396 shares
    Change vs previous 13F -5,057 shares

    0.4% of the 13F portfolio, value $71,985,792.

    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 101,453 shares
    Change vs previous 13F +689 shares

    0.4% of the 13F portfolio, value $65,979,161.

    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 100,764 shares
    Change vs previous 13F -1,444 shares

    0.42% of the 13F portfolio, value $68,713,458.

    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 102,208 shares
    Change vs previous 13F -2,024 shares

    0.44% of the 13F portfolio, value $68,089,108.

    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 104,232 shares
    Change vs previous 13F +8,192 shares

    0.45% of the 13F portfolio, value $64,399,927.

    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 96,040 shares
    Change vs previous 13F +770 shares

    0.43% of the 13F portfolio, value $53,724,344.

    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 95,270 shares
    Change vs previous 13F -2,908 shares

    0.45% of the 13F portfolio, value $55,835,976.

    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 98,178 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $56,330,904.

    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).