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Disclosery

Davis Investment Partners, LLC: CMCSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Investment Partners, LLC on CMCSA, newest first. How the timeline and the estimate are built.

Davis Investment Partners, LLC held 31,199 CMCSA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,199 shares
    Change vs previous 13F -17,436 shares

    0.23% of the 13F portfolio, value $765,944.

    13F-HR 0001951757-26-001144 filed by Davis Investment Partners, LLC
    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 48,635 shares
    Change vs previous 13F +15,393 shares

    0.49% of the 13F portfolio, value $1,396,322.

    13F-HR 0001951757-26-000650 filed by Davis Investment Partners, LLC
    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 33,242 shares
    Change vs previous 13F -1,681 shares

    0.34% of the 13F portfolio, value $981,959.

    13F-HR 0001951757-26-000005 filed by Davis Investment Partners, LLC
    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 34,923 shares
    Change vs previous 13F -845 shares

    0.37% of the 13F portfolio, value $1,080,517.

    13F-HR 0001951757-25-001182 filed by Davis Investment Partners, LLC
    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 35,768 shares
    Change vs previous 13F -1,924 shares

    0.46% of the 13F portfolio, value $1,299,457.

    13F-HR 0001951757-25-000578 filed by Davis Investment Partners, LLC
    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 37,692 shares
    Change vs previous 13F +8,569 shares

    0.57% of the 13F portfolio, value $1,287,182.

    13F-HR 0001951757-25-000373 filed by Davis Investment Partners, LLC
    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 29,123 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,058,912.

    13F-HR 0001951757-25-000005 filed by Davis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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