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Disclosery

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

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

D.A. DAVIDSON & CO. held 1,943,138 UMH 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 1,943,138 shares
    Change vs previous 13F +171,827 shares

    0.16% of the 13F portfolio, value $29,419,121.

    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 1,771,311 shares
    Change vs previous 13F +71,015 shares

    0.15% of the 13F portfolio, value $25,560,019.

    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 1,700,296 shares
    Change vs previous 13F +229,541 shares

    0.17% of the 13F portfolio, value $27,051,718.

    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 1,470,755 shares
    Change vs previous 13F +387,021 shares

    0.14% of the 13F portfolio, value $21,840,719.

    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 1,083,734 shares
    Change vs previous 13F +98,622 shares

    0.13% of the 13F portfolio, value $18,195,898.

    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 985,112 shares
    Change vs previous 13F +70,695 shares

    0.15% of the 13F portfolio, value $18,421,594.

    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 914,417 shares
    Change vs previous 13F +41,683 shares

    0.14% of the 13F portfolio, value $17,264,211.

    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 872,734 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $17,166,688.

    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).