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Disclosery

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

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

D.A. DAVIDSON & CO. held 9,478 SPYM 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 9,478 shares
    Change vs previous 13F -373 shares

    <0.01% of the 13F portfolio, value $832,973.

    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 9,851 shares
    Change vs previous 13F -739 shares

    <0.01% of the 13F portfolio, value $754,059.

    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 10,590 shares
    Change vs previous 13F -738 shares

    0.01% of the 13F portfolio, value $849,583.

    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 11,328 shares
    Change vs previous 13F -305 shares

    0.01% of the 13F portfolio, value $887,455.

    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 11,633 shares
    Change vs previous 13F +6,173 shares

    0.01% of the 13F portfolio, value $845,603.

    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 5,460 shares
    Change vs previous 13F +366 shares

    <0.01% of the 13F portfolio, value $359,050.

    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 5,094 shares
    Change vs previous 13F -51,533 shares

    <0.01% of the 13F portfolio, value $351,180.

    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 56,627 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,822,889.

    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).