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Disclosery

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

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

D.A. DAVIDSON & CO. held 11,901 TLT 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 11,901 shares
    Change vs previous 13F +145 shares

    0.01% of the 13F portfolio, value $1,028,550.

    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 11,756 shares
    Change vs previous 13F +233 shares

    0.01% of the 13F portfolio, value $1,019,137.

    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 11,523 shares
    Change vs previous 13F -1,720 shares

    0.01% of the 13F portfolio, value $1,004,416.

    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 13,243 shares
    Change vs previous 13F +1,565 shares

    0.01% of the 13F portfolio, value $1,183,568.

    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 11,678 shares
    Change vs previous 13F -181,251 shares

    0.01% of the 13F portfolio, value $1,030,645.

    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 192,929 shares
    Change vs previous 13F +81,478 shares

    0.14% of the 13F portfolio, value $17,562,380.

    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 111,451 shares
    Change vs previous 13F +93,233 shares

    0.08% of the 13F portfolio, value $9,733,101.

    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 18,218 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,787,247.

    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).