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Disclosery

DAVIS R M INC: VTI position timeline

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

DAVIS R M INC held 50,777 VTI 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 50,777 shares
    Change vs previous 13F +912 shares

    0.3% of the 13F portfolio, value $18,789,432.

    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 49,865 shares
    Change vs previous 13F -1,682 shares

    0.28% of the 13F portfolio, value $15,997,101.

    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 51,547 shares
    Change vs previous 13F -2,982 shares

    0.3% of the 13F portfolio, value $17,282,327.

    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 54,529 shares
    Change vs previous 13F -1,544 shares

    0.31% of the 13F portfolio, value $17,894,943.

    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 56,073 shares
    Change vs previous 13F -720 shares

    0.32% of the 13F portfolio, value $17,042,416.

    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 56,793 shares
    Change vs previous 13F -1,174 shares

    0.31% of the 13F portfolio, value $15,609,123.

    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 57,967 shares
    Change vs previous 13F +206 shares

    0.33% of the 13F portfolio, value $16,799,559.

    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 57,761 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $16,355,744.

    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).