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Disclosery

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

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

D.A. DAVIDSON & CO. held 19,122 XLI 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 19,122 shares
    Change vs previous 13F -8,233 shares

    0.02% of the 13F portfolio, value $3,542,092.

    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 27,355 shares
    Change vs previous 13F -5,197 shares

    0.03% of the 13F portfolio, value $4,424,152.

    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 32,552 shares
    Change vs previous 13F +15,496 shares

    0.03% of the 13F portfolio, value $5,049,536.

    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 17,056 shares
    Change vs previous 13F +2,253 shares

    0.02% of the 13F portfolio, value $2,630,574.

    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 14,803 shares
    Change vs previous 13F +1,869 shares

    0.02% of the 13F portfolio, value $2,183,769.

    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 12,934 shares
    Change vs previous 13F +530 shares

    0.01% of the 13F portfolio, value $1,695,272.

    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 12,404 shares
    Change vs previous 13F +972 shares

    0.01% of the 13F portfolio, value $1,634,435.

    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 11,432 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,548,428.

    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).