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Disclosery

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

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

D.A. DAVIDSON & CO. held 39,892 SUSA 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 39,892 shares
    Change vs previous 13F -44 shares

    0.03% of the 13F portfolio, value $6,155,364.

    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 39,936 shares
    Change vs previous 13F -2,755 shares

    0.03% of the 13F portfolio, value $5,275,570.

    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 42,691 shares
    Change vs previous 13F -336 shares

    0.04% of the 13F portfolio, value $5,948,798.

    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 43,027 shares
    Change vs previous 13F -2,791 shares

    0.04% of the 13F portfolio, value $5,836,705.

    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 45,818 shares
    Change vs previous 13F -5,586 shares

    0.04% of the 13F portfolio, value $5,807,470.

    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 51,404 shares
    Change vs previous 13F -2,681 shares

    0.05% of the 13F portfolio, value $5,904,867.

    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 54,085 shares
    Change vs previous 13F -2,715 shares

    0.05% of the 13F portfolio, value $6,576,203.

    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 56,800 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,837,033.

    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).