Davies Financial Advisors, Inc.: IYR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davies Financial Advisors, Inc. on IYR, newest first. How the timeline and the estimate are built.
Davies Financial Advisors, Inc. held 0 IYR shares at 2025-12-31 per its 13F-HR filed 2026-01-27.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -4,765 shares
13F-HR 0002020296-26-000001 filed by Davies Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 4,765 sharesChange vs previous 13F -277 shares
0.38% of the 13F portfolio, value $462,593.
13F-HR 0002020296-25-000002 filed by Davies Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,042 sharesChange vs previous 13F -3,234 shares
0.37% of the 13F portfolio, value $477,813.
13F-HR 0001085146-25-004719 filed by Davies Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,276 sharesChange vs previous 13F +481 shares
0.68% of the 13F portfolio, value $792,448.
13F-HR 0001085146-25-002221 filed by Davies Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,795 sharesChange vs previous 13F not available
0.62% of the 13F portfolio, value $725,422.
13F-HR 0001085146-25-000296 filed by Davies Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).