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Disclosery

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

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

D.A. DAVIDSON & CO. held 167,444 USA 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 167,444 shares
    Change vs previous 13F -37,936 shares

    0.01% of the 13F portfolio, value $972,853.

    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 205,380 shares
    Change vs previous 13F +13,304 shares

    0.01% of the 13F portfolio, value $1,139,862.

    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 192,076 shares
    Change vs previous 13F -18,783 shares

    0.01% of the 13F portfolio, value $1,206,242.

    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 210,859 shares
    Change vs previous 13F +27,771 shares

    0.01% of the 13F portfolio, value $1,336,847.

    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 183,088 shares
    Change vs previous 13F +14,460 shares

    0.01% of the 13F portfolio, value $1,246,836.

    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 168,628 shares
    Change vs previous 13F +6,133 shares

    0.01% of the 13F portfolio, value $1,104,515.

    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 162,495 shares
    Change vs previous 13F +2,000 shares

    0.01% of the 13F portfolio, value $1,129,341.

    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 160,495 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,139,515.

    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).