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Disclosery

DAVIS R M INC: MUNI position timeline

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

DAVIS R M INC held 375,367 MUNI 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 375,367 shares
    Change vs previous 13F +40,908 shares

    0.31% of the 13F portfolio, value $19,744,305.

    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 334,459 shares
    Change vs previous 13F +792 shares

    0.31% of the 13F portfolio, value $17,455,416.

    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 333,667 shares
    Change vs previous 13F +23,469 shares

    0.3% of the 13F portfolio, value $17,487,487.

    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 310,198 shares
    Change vs previous 13F -5,155 shares

    0.28% of the 13F portfolio, value $16,217,151.

    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 315,353 shares
    Change vs previous 13F +12,410 shares

    0.3% of the 13F portfolio, value $16,196,530.

    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 302,943 shares
    Change vs previous 13F -7,807 shares

    0.31% of the 13F portfolio, value $15,616,712.

    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 310,750 shares
    Change vs previous 13F +34,750 shares

    0.31% of the 13F portfolio, value $16,075,097.

    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 276,000 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $14,622,480.

    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).