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Disclosery

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

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

D.A. DAVIDSON & CO. held 88,258 XLU 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 88,258 shares
    Change vs previous 13F -12,464 shares

    0.02% of the 13F portfolio, value $4,001,642.

    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 100,722 shares
    Change vs previous 13F +4,167 shares

    0.03% of the 13F portfolio, value $4,622,138.

    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 96,555 shares
    Change vs previous 13F +35,962 shares

    0.03% of the 13F portfolio, value $4,121,950.

    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 60,593 shares
    Change vs previous 13F +13,731 shares

    0.03% of the 13F portfolio, value $5,284,383.

    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 46,862 shares
    Change vs previous 13F +13,350 shares

    0.03% of the 13F portfolio, value $3,826,811.

    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 33,512 shares
    Change vs previous 13F +2,119 shares

    0.02% of the 13F portfolio, value $2,642,495.

    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 31,393 shares
    Change vs previous 13F -24,040 shares

    0.02% of the 13F portfolio, value $2,376,202.

    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 55,433 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,477,930.

    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).