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Davis Investment Partners, LLC: TFC position timeline

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

Davis Investment Partners, LLC held 43,368 TFC 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 43,368 shares
    Change vs previous 13F -92 shares

    0.66% of the 13F portfolio, value $2,160,580.

    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 43,460 shares
    Change vs previous 13F -162 shares

    0.71% of the 13F portfolio, value $1,997,839.

    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 43,622 shares
    Change vs previous 13F -3,741 shares

    0.76% of the 13F portfolio, value $2,169,750.

    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 47,363 shares
    Change vs previous 13F +11,937 shares

    0.74% of the 13F portfolio, value $2,158,353.

    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 35,426 shares
    Change vs previous 13F +5,809 shares

    0.56% of the 13F portfolio, value $1,565,822.

    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 29,617 shares
    Change vs previous 13F -1,463 shares

    0.47% of the 13F portfolio, value $1,071,534.

    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 31,080 shares
    Change vs previous 13F +34 shares

    0.56% of the 13F portfolio, value $1,329,612.

    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).

  8. period ended2024-09-30
    13F 31,046 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,296,774.

    13F-HR 0001951757-24-000978 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).