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Disclosery

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

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

D.A. DAVIDSON & CO. held 15,103 XYLD 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 15,103 shares
    Change vs previous 13F -2,580 shares

    <0.01% of the 13F portfolio, value $616,051.

    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 17,683 shares
    Change vs previous 13F +3,254 shares

    <0.01% of the 13F portfolio, value $691,936.

    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 14,429 shares
    Change vs previous 13F -274 shares

    <0.01% of the 13F portfolio, value $586,250.

    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 14,703 shares
    Change vs previous 13F -2,440 shares

    <0.01% of the 13F portfolio, value $577,240.

    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 17,143 shares
    Change vs previous 13F -3,145 shares

    <0.01% of the 13F portfolio, value $667,548.

    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 20,288 shares
    Change vs previous 13F -1,375 shares

    0.01% of the 13F portfolio, value $801,173.

    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 21,663 shares
    Change vs previous 13F +5,200 shares

    0.01% of the 13F portfolio, value $907,680.

    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 16,463 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $683,215.

    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).