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Disclosery

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

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

D.A. DAVIDSON & CO. held 25,803 SYLD 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 25,803 shares
    Change vs previous 13F +570 shares

    0.01% of the 13F portfolio, value $2,040,679.

    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 25,233 shares
    Change vs previous 13F +566 shares

    0.01% of the 13F portfolio, value $1,902,821.

    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 24,667 shares
    Change vs previous 13F -1,045 shares

    0.01% of the 13F portfolio, value $1,714,850.

    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 25,712 shares
    Change vs previous 13F +4,261 shares

    0.01% of the 13F portfolio, value $1,765,386.

    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 21,451 shares
    Change vs previous 13F -6,532 shares

    0.01% of the 13F portfolio, value $1,394,959.

    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 27,983 shares
    Change vs previous 13F -85 shares

    0.01% of the 13F portfolio, value $1,785,315.

    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 28,068 shares
    Change vs previous 13F +4,676 shares

    0.02% of the 13F portfolio, value $1,921,816.

    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 23,392 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,692,879.

    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).