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Disclosery

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

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

D.A. DAVIDSON & CO. held 16,121 TU 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 16,121 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $170,402.

    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 16,007 shares
    Change vs previous 13F +1,256 shares

    <0.01% of the 13F portfolio, value $205,380.

    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 14,751 shares
    Change vs previous 13F +210 shares

    <0.01% of the 13F portfolio, value $194,277.

    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 14,541 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $229,314.

    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 14,475 shares
    Change vs previous 13F +124 shares

    <0.01% of the 13F portfolio, value $232,480.

    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 14,351 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,793.

    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).