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Disclosery

DAVIS R M INC: XLF position timeline

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

DAVIS R M INC held 19,594 XLF 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 19,594 shares
    Change vs previous 13F -10 shares

    0.02% of the 13F portfolio, value $1,050,412.

    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 19,604 shares
    Change vs previous 13F -323 shares

    0.02% of the 13F portfolio, value $967,829.

    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 19,927 shares
    Change vs previous 13F +525 shares

    0.02% of the 13F portfolio, value $1,091,378.

    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 19,402 shares
    Change vs previous 13F -1,297 shares

    0.02% of the 13F portfolio, value $1,045,163.

    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 20,699 shares
    Change vs previous 13F -4,211 shares

    0.02% of the 13F portfolio, value $1,083,984.

    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 24,910 shares
    Change vs previous 13F -4,011 shares

    0.02% of the 13F portfolio, value $1,240,746.

    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 28,921 shares
    Change vs previous 13F +5,989 shares

    0.03% of the 13F portfolio, value $1,397,731.

    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 22,932 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,039,259.

    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).