Skip to content
Disclosery

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

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

D.A. DAVIDSON & CO. held 277,632 YEAR 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 277,632 shares
    Change vs previous 13F -1,192 shares

    0.08% of the 13F portfolio, value $13,976,032.

    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 278,824 shares
    Change vs previous 13F +38,378 shares

    0.09% of the 13F portfolio, value $14,073,688.

    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 240,446 shares
    Change vs previous 13F +41,088 shares

    0.07% of the 13F portfolio, value $12,137,762.

    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 199,358 shares
    Change vs previous 13F +20,525 shares

    0.06% of the 13F portfolio, value $10,102,466.

    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 178,833 shares
    Change vs previous 13F +8,890 shares

    0.06% of the 13F portfolio, value $9,059,680.

    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 169,943 shares
    Change vs previous 13F +13,325 shares

    0.07% of the 13F portfolio, value $8,600,815.

    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 156,618 shares
    Change vs previous 13F +8,082 shares

    0.06% of the 13F portfolio, value $7,885,716.

    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 148,536 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,552,312.

    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).