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Disclosery

Davies Financial Advisors, Inc.: QFLR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davies Financial Advisors, Inc. on QFLR, newest first. How the timeline and the estimate are built.

Davies Financial Advisors, Inc. held 0 QFLR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -25,978 shares

    13F-HR 0002020296-26-000003 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 25,978 shares
    Change vs previous 13F -38,832 shares

    7.92% of the 13F portfolio, value $865,069.

    13F-HR 0002020296-26-000002 filed by Davies Financial Advisors, 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 64,810 shares
    Change vs previous 13F -98,477 shares

    4.11% of the 13F portfolio, value $2,221,680.

    13F-HR 0002020296-26-000001 filed by Davies Financial Advisors, 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 163,287 shares
    Change vs previous 13F -31,254 shares

    4.39% of the 13F portfolio, value $5,412,953.

    13F-HR 0002020296-25-000002 filed by Davies Financial Advisors, 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 194,541 shares
    Change vs previous 13F -10,241 shares

    4.51% of the 13F portfolio, value $5,805,103.

    13F-HR 0001085146-25-004719 filed by Davies Financial Advisors, 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 204,782 shares
    Change vs previous 13F +31,918 shares

    4.71% of the 13F portfolio, value $5,531,168.

    13F-HR 0001085146-25-002221 filed by Davies Financial Advisors, 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 172,864 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $5,054,662.

    13F-HR 0001085146-25-000296 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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