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

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

D.A. DAVIDSON & CO. held 160,630 WU 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 160,630 shares
    Change vs previous 13F -38,385 shares

    0.01% of the 13F portfolio, value $1,236,851.

    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 199,015 shares
    Change vs previous 13F +122,491 shares

    0.01% of the 13F portfolio, value $1,737,401.

    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 76,524 shares
    Change vs previous 13F -3,571 shares

    <0.01% of the 13F portfolio, value $712,446.

    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 80,095 shares
    Change vs previous 13F +23,681 shares

    <0.01% of the 13F portfolio, value $639,965.

    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 56,414 shares
    Change vs previous 13F -11,870 shares

    <0.01% of the 13F portfolio, value $475,011.

    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 68,284 shares
    Change vs previous 13F +22,459 shares

    0.01% of the 13F portfolio, value $722,453.

    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 45,825 shares
    Change vs previous 13F +1,565 shares

    <0.01% of the 13F portfolio, value $485,754.

    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 44,260 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $528,026.

    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).