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DAVIDSON INVESTMENT ADVISORS: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIDSON INVESTMENT ADVISORS on EXC, newest first. How the timeline and the estimate are built.

DAVIDSON INVESTMENT ADVISORS held 366,488 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 366,488 shares
    Change vs previous 13F -21,235 shares

    0.7% of the 13F portfolio, value $17,085,675.

    13F-HR 0001140771-26-000005 filed by DAVIDSON INVESTMENT ADVISORS
    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/A 387,723 shares
    Change vs previous 13F -14,797 shares

    0.82% of the 13F portfolio, value $19,006,181.

    13F-HR/A 0001140771-26-000004 filed by DAVIDSON INVESTMENT ADVISORS
    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 402,520 shares
    Change vs previous 13F +3,817 shares

    0.73% of the 13F portfolio, value $17,545,847.

    13F-HR 0001140771-26-000001 filed by DAVIDSON INVESTMENT ADVISORS
    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 398,703 shares
    Change vs previous 13F +3,543 shares

    0.76% of the 13F portfolio, value $17,945,622.

    13F-HR 0001140771-25-000008 filed by DAVIDSON INVESTMENT ADVISORS
    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 395,160 shares
    Change vs previous 13F +3,992 shares

    0.77% of the 13F portfolio, value $17,157,847.

    13F-HR 0001140771-25-000002 filed by DAVIDSON INVESTMENT ADVISORS
    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 391,168 shares
    Change vs previous 13F +13,323 shares

    0.89% of the 13F portfolio, value $18,025,021.

    13F-HR 0001140771-25-000001 filed by DAVIDSON INVESTMENT ADVISORS
    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 377,845 shares
    Change vs previous 13F +1,516 shares

    0.69% of the 13F portfolio, value $14,222,086.

    13F-HR 0001080107-25-000002 filed by DAVIDSON INVESTMENT ADVISORS
    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 376,329 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $15,260,141.

    13F-HR 0001140771-24-000009 filed by DAVIDSON INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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