Skip to content
Disclosery

DAVIS R M INC: SPY position timeline

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

DAVIS R M INC held 492,020 SPY 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 492,020 shares
    Change vs previous 13F +2,940 shares

    5.81% of the 13F portfolio, value $368,309,995.

    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 489,080 shares
    Change vs previous 13F +9,343 shares

    5.66% of the 13F portfolio, value $318,896,255.

    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 479,737 shares
    Change vs previous 13F -79,548 shares

    5.63% of the 13F portfolio, value $327,142,135.

    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 559,285 shares
    Change vs previous 13F +3,460 shares

    6.51% of the 13F portfolio, value $372,584,740.

    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 555,825 shares
    Change vs previous 13F +9,445 shares

    6.37% of the 13F portfolio, value $343,416,650.

    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 546,380 shares
    Change vs previous 13F +8,091 shares

    6.12% of the 13F portfolio, value $305,639,422.

    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 538,289 shares
    Change vs previous 13F +20,743 shares

    6.16% of the 13F portfolio, value $315,480,327.

    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 517,546 shares
    Change vs previous 13F not available

    5.74% of the 13F portfolio, value $296,947,465.

    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).