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Disclosery

DAVIS R M INC: IWS position timeline

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

DAVIS R M INC held 5,132 IWS 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 5,132 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $844,728.

    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 5,132 shares
    Change vs previous 13F -275 shares

    0.01% of the 13F portfolio, value $747,938.

    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 5,407 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $762,657.

    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 5,447 shares
    Change vs previous 13F +367 shares

    0.01% of the 13F portfolio, value $760,782.

    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 5,080 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $671,271.

    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 5,076 shares
    Change vs previous 13F +306 shares

    0.01% of the 13F portfolio, value $639,424.

    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 4,770 shares
    Change vs previous 13F -400 shares

    0.01% of the 13F portfolio, value $616,952.

    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 5,170 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $683,732.

    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).