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Disclosery

Harold Davidson & Associates Inc.: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harold Davidson & Associates Inc. on CB, newest first. How the timeline and the estimate are built.

Harold Davidson & Associates Inc. held 4,440 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,440 shares
    Change vs previous 13F +85 shares

    0.66% of the 13F portfolio, value $1,513,014.

    13F-HR 0002085853-26-000738 filed by Harold Davidson & Associates Inc.
    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 4,355 shares
    Change vs previous 13F +9 shares

    0.69% of the 13F portfolio, value $1,419,425.

    13F-HR 0001172661-26-001578 filed by Harold Davidson & Associates Inc.
    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 4,346 shares
    Change vs previous 13F -439 shares

    0.6% of the 13F portfolio, value $1,356,474.

    13F-HR 0001172661-26-000598 filed by Harold Davidson & Associates Inc.
    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 4,785 shares
    Change vs previous 13F +1,402 shares

    0.61% of the 13F portfolio, value $1,350,566.

    13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates Inc.
    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 3,383 shares
    Change vs previous 13F -1,469 shares

    0.64% of the 13F portfolio, value $980,123.

    13F-HR 0001172661-25-002990 filed by Harold Davidson & Associates Inc.
    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 4,852 shares
    Change vs previous 13F -1,389 shares

    0.8% of the 13F portfolio, value $1,465,255.

    13F-HR 0001172661-25-002437 filed by Harold Davidson & Associates Inc.
    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 6,241 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,724,388.

    13F-HR 0001172661-25-002436 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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