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Disclosery

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

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

D.A. DAVIDSON & CO. held 106,005 XLK 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 106,005 shares
    Change vs previous 13F +5,956 shares

    0.11% of the 13F portfolio, value $20,196,154.

    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 100,049 shares
    Change vs previous 13F -263 shares

    0.08% of the 13F portfolio, value $13,296,527.

    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 100,312 shares
    Change vs previous 13F +56,212 shares

    0.09% of the 13F portfolio, value $14,442,046.

    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 44,100 shares
    Change vs previous 13F +787 shares

    0.08% of the 13F portfolio, value $12,430,151.

    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 43,313 shares
    Change vs previous 13F -127 shares

    0.08% of the 13F portfolio, value $10,968,348.

    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 43,440 shares
    Change vs previous 13F -2,142 shares

    0.07% of the 13F portfolio, value $8,969,620.

    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 45,582 shares
    Change vs previous 13F -2,345 shares

    0.09% of the 13F portfolio, value $10,598,892.

    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 47,927 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,820,005.

    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).