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Disclosery

DAVIS R M INC: IWV position timeline

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

DAVIS R M INC held 159,675 IWV 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 159,675 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $68,085,283.

    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 159,675 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $59,188,210.

    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 159,675 shares
    Change vs previous 13F +65 shares

    1.06% of the 13F portfolio, value $61,770,149.

    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 159,610 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $60,482,491.

    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 159,610 shares
    Change vs previous 13F +133 shares

    1.04% of the 13F portfolio, value $56,022,997.

    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 159,477 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $50,656,172.

    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 159,477 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $53,305,079.

    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 159,477 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $52,105,815.

    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).