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Disclosery

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

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

D.A. DAVIDSON & CO. held 56,774 TROW 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 56,774 shares
    Change vs previous 13F -36,211 shares

    0.04% of the 13F portfolio, value $6,454,646.

    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 92,985 shares
    Change vs previous 13F -6,625 shares

    0.05% of the 13F portfolio, value $8,381,747.

    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 99,610 shares
    Change vs previous 13F +4,151 shares

    0.06% of the 13F portfolio, value $10,198,125.

    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 95,459 shares
    Change vs previous 13F -2,153 shares

    0.06% of the 13F portfolio, value $9,798,008.

    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 97,612 shares
    Change vs previous 13F -12,822 shares

    0.07% of the 13F portfolio, value $9,419,567.

    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 110,434 shares
    Change vs previous 13F +29,774 shares

    0.08% of the 13F portfolio, value $10,145,588.

    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 80,660 shares
    Change vs previous 13F -26,824 shares

    0.07% of the 13F portfolio, value $9,121,952.

    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 107,484 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,708,279.

    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).