DAVENPORT & Co LLC: IBDR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on IBDR, newest first. How the timeline and the estimate are built.
DAVENPORT & Co LLC held 77,343 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 77,343 sharesChange vs previous 13F +24,667 shares
0.01% of the 13F portfolio, value $1,874,021.
13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 52,676 sharesChange vs previous 13F -20 shares
0.01% of the 13F portfolio, value $1,276,866.
13F-HR 0000887777-26-000010 filed by DAVENPORT & Co LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 52,696 sharesChange vs previous 13F +20 shares
0.01% of the 13F portfolio, value $1,276,824.
13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 52,676 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $1,280,027.
13F-HR 0000887777-25-000032 filed by DAVENPORT & Co LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 52,676 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $1,277,393.
13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 52,676 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,275,286.
13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).