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DAVIS R M INC: IWF position timeline

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

DAVIS R M INC held 43,336 IWF 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 43,336 shares
    Change vs previous 13F +32,414 shares

    0.08% of the 13F portfolio, value $5,381,032.

    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 10,922 shares
    Change vs previous 13F -185 shares

    0.08% of the 13F portfolio, value $4,657,141.

    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 11,107 shares
    Change vs previous 13F +181 shares

    0.09% of the 13F portfolio, value $5,256,943.

    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 10,926 shares
    Change vs previous 13F +664 shares

    0.09% of the 13F portfolio, value $5,117,848.

    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 10,262 shares
    Change vs previous 13F -12 shares

    0.08% of the 13F portfolio, value $4,357,040.

    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 10,274 shares
    Change vs previous 13F +46 shares

    0.07% of the 13F portfolio, value $3,709,839.

    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 10,228 shares
    Change vs previous 13F -80 shares

    0.08% of the 13F portfolio, value $4,107,360.

    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 10,308 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,869,417.

    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).