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Disclosery

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

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

D.A. DAVIDSON & CO. held 4,360 XYZ 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 4,360 shares
    Change vs previous 13F +343 shares

    <0.01% of the 13F portfolio, value $331,360.

    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 4,017 shares
    Change vs previous 13F -12,713 shares

    <0.01% of the 13F portfolio, value $241,743.

    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 16,730 shares
    Change vs previous 13F +1,134 shares

    0.01% of the 13F portfolio, value $1,088,956.

    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 15,596 shares
    Change vs previous 13F -124 shares

    0.01% of the 13F portfolio, value $1,127,123.

    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 15,720 shares
    Change vs previous 13F +635 shares

    0.01% of the 13F portfolio, value $1,067,860.

    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 15,085 shares
    Change vs previous 13F +818 shares

    0.01% of the 13F portfolio, value $819,568.

    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 14,267 shares
    Change vs previous 13F +417 shares

    0.01% of the 13F portfolio, value $1,212,552.

    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 13,850 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $929,751.

    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).