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Disclosery

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

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

D.A. DAVIDSON & CO. held 49,158 VTWO 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 49,158 shares
    Change vs previous 13F -6,004 shares

    0.03% of the 13F portfolio, value $5,968,886.

    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 55,162 shares
    Change vs previous 13F -40,370 shares

    0.03% of the 13F portfolio, value $5,525,657.

    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 95,532 shares
    Change vs previous 13F +4,720 shares

    0.06% of the 13F portfolio, value $9,507,361.

    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 90,812 shares
    Change vs previous 13F +7,187 shares

    0.06% of the 13F portfolio, value $8,883,265.

    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 83,625 shares
    Change vs previous 13F +18,752 shares

    0.05% of the 13F portfolio, value $7,293,826.

    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 64,873 shares
    Change vs previous 13F +6,366 shares

    0.04% of the 13F portfolio, value $5,232,018.

    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 58,507 shares
    Change vs previous 13F +49 shares

    0.04% of the 13F portfolio, value $5,226,473.

    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 58,458 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,223,879.

    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).