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Disclosery

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

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

D.A. DAVIDSON & CO. held 18,764 WTW 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 18,764 shares
    Change vs previous 13F +2,116 shares

    0.03% of the 13F portfolio, value $4,904,347.

    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 16,648 shares
    Change vs previous 13F +1,976 shares

    0.03% of the 13F portfolio, value $4,839,574.

    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 14,672 shares
    Change vs previous 13F +7,170 shares

    0.03% of the 13F portfolio, value $4,821,219.

    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 7,502 shares
    Change vs previous 13F +5,110 shares

    0.02% of the 13F portfolio, value $2,591,566.

    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 2,392 shares
    Change vs previous 13F +1,036 shares

    0.01% of the 13F portfolio, value $733,148.

    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 1,356 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $458,260.

    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).