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Disclosery

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

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

D.A. DAVIDSON & CO. held 10,568 UBS 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 10,568 shares
    Change vs previous 13F -263 shares

    <0.01% of the 13F portfolio, value $523,771.

    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 10,831 shares
    Change vs previous 13F +112 shares

    <0.01% of the 13F portfolio, value $423,167.

    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 10,719 shares
    Change vs previous 13F +793 shares

    <0.01% of the 13F portfolio, value $496,397.

    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 9,926 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $406,966.

    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 9,902 shares
    Change vs previous 13F +82 shares

    <0.01% of the 13F portfolio, value $334,907.

    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 9,820 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $300,787.

    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 9,820 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $297,742.

    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 9,750 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $301,373.

    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).