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Disclosery

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

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

D.A. DAVIDSON & CO. held 145,583 USMV 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 145,583 shares
    Change vs previous 13F +5,569 shares

    0.08% of the 13F portfolio, value $14,042,962.

    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 140,014 shares
    Change vs previous 13F +599 shares

    0.08% of the 13F portfolio, value $12,984,946.

    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 139,415 shares
    Change vs previous 13F -20,451 shares

    0.08% of the 13F portfolio, value $13,127,336.

    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 159,866 shares
    Change vs previous 13F +24,196 shares

    0.1% of the 13F portfolio, value $15,209,673.

    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 135,670 shares
    Change vs previous 13F -7,167 shares

    0.09% of the 13F portfolio, value $12,735,424.

    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 142,837 shares
    Change vs previous 13F +621 shares

    0.11% of the 13F portfolio, value $13,378,133.

    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 142,216 shares
    Change vs previous 13F +10,885 shares

    0.1% of the 13F portfolio, value $12,627,382.

    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 131,331 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,991,911.

    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).