Skip to content
Disclosery

DAVIS R M INC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIS R M INC on IWB, newest first. How the timeline and the estimate are built.

DAVIS R M INC held 58,467 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,467 shares
    Change vs previous 13F -470 shares

    0.38% of the 13F portfolio, value $23,942,237.

    13F-HR 0000891287-26-000006 filed by DAVIS R M 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 58,937 shares
    Change vs previous 13F -1,755 shares

    0.37% of the 13F portfolio, value $21,014,577.

    13F-HR 0000891287-26-000003 filed by DAVIS R M 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 60,692 shares
    Change vs previous 13F +551 shares

    0.39% of the 13F portfolio, value $22,664,820.

    13F-HR 0000891287-26-000002 filed by DAVIS R M 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 60,141 shares
    Change vs previous 13F -502 shares

    0.38% of the 13F portfolio, value $21,980,333.

    13F-HR 0000891287-25-000010 filed by DAVIS R M 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 60,643 shares
    Change vs previous 13F -69 shares

    0.38% of the 13F portfolio, value $20,592,544.

    13F-HR 0000891287-25-000005 filed by DAVIS R M 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 60,712 shares
    Change vs previous 13F +764 shares

    0.37% of the 13F portfolio, value $18,622,748.

    13F-HR 0000891287-25-000004 filed by DAVIS R M 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 59,948 shares
    Change vs previous 13F +2,175 shares

    0.38% of the 13F portfolio, value $19,312,853.

    13F-HR 0000891287-25-000002 filed by DAVIS R M INC
    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 57,773 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $18,163,165.

    13F-HR 0000891287-24-000011 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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