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Disclosery

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

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

D.A. DAVIDSON & CO. held 148,917 XBOEX 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 148,917 shares
    Change vs previous 13F +905 shares

    0.01% of the 13F portfolio, value $1,800,407.

    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 148,012 shares
    Change vs previous 13F +7,114 shares

    0.01% of the 13F portfolio, value $1,622,212.

    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 140,898 shares
    Change vs previous 13F +5,708 shares

    0.01% of the 13F portfolio, value $1,649,916.

    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 135,190 shares
    Change vs previous 13F +4,780 shares

    0.01% of the 13F portfolio, value $1,564,148.

    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 130,410 shares
    Change vs previous 13F +3,062 shares

    0.01% of the 13F portfolio, value $1,480,154.

    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 127,348 shares
    Change vs previous 13F +5,013 shares

    0.01% of the 13F portfolio, value $1,381,726.

    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 122,335 shares
    Change vs previous 13F -3,002 shares

    0.01% of the 13F portfolio, value $1,317,548.

    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 125,337 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,411,295.

    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).