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Disclosery

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

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

D.A. DAVIDSON & CO. held 78,668 VTIP 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 78,668 shares
    Change vs previous 13F +20,015 shares

    0.02% of the 13F portfolio, value $3,951,498.

    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 58,653 shares
    Change vs previous 13F +7,305 shares

    0.02% of the 13F portfolio, value $2,929,724.

    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 51,348 shares
    Change vs previous 13F +4,140 shares

    0.02% of the 13F portfolio, value $2,539,708.

    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 47,208 shares
    Change vs previous 13F -494 shares

    0.02% of the 13F portfolio, value $2,390,156.

    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 47,702 shares
    Change vs previous 13F +1,790 shares

    0.02% of the 13F portfolio, value $2,397,986.

    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 45,912 shares
    Change vs previous 13F -638 shares

    0.02% of the 13F portfolio, value $2,291,024.

    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 46,550 shares
    Change vs previous 13F -1,324 shares

    0.02% of the 13F portfolio, value $2,253,966.

    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 47,874 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,360,668.

    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).