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Disclosery

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

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

D.A. DAVIDSON & CO. held 35,621 VTR 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 35,621 shares
    Change vs previous 13F +269 shares

    0.02% of the 13F portfolio, value $3,163,145.

    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 35,352 shares
    Change vs previous 13F +523 shares

    0.02% of the 13F portfolio, value $2,891,087.

    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 34,829 shares
    Change vs previous 13F -737 shares

    0.02% of the 13F portfolio, value $2,695,068.

    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 35,566 shares
    Change vs previous 13F +1,418 shares

    0.02% of the 13F portfolio, value $2,489,264.

    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 34,148 shares
    Change vs previous 13F +623 shares

    0.02% of the 13F portfolio, value $2,156,446.

    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 33,525 shares
    Change vs previous 13F -1,448 shares

    0.02% of the 13F portfolio, value $2,305,179.

    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 34,973 shares
    Change vs previous 13F +172 shares

    0.02% of the 13F portfolio, value $2,059,560.

    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 34,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,231,788.

    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).