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DAVENPORT & Co LLC: IAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on IAI, newest first. How the timeline and the estimate are built.

DAVENPORT & Co LLC held 2,457 IAI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,457 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $430,786.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
    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 2,457 shares
    Change vs previous 13F -2,181 shares

    <0.01% of the 13F portfolio, value $403,390.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co LLC
    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 4,638 shares
    Change vs previous 13F -118 shares

    <0.01% of the 13F portfolio, value $831,918.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
    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 4,756 shares
    Change vs previous 13F +127 shares

    <0.01% of the 13F portfolio, value $841,241.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co LLC
    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 4,629 shares
    Change vs previous 13F -4,251 shares

    <0.01% of the 13F portfolio, value $782,949.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
    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 8,880 shares
    Change vs previous 13F -28,672 shares

    0.01% of the 13F portfolio, value $1,244,177.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    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 37,552 shares
    Change vs previous 13F +426 shares

    0.03% of the 13F portfolio, value $5,411,243.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    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 37,126 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,772,919.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).