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Disclosery

DAVIS R M INC: XLY position timeline

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

DAVIS R M INC held 54,401 XLY 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 54,401 shares
    Change vs previous 13F -593 shares

    0.1% of the 13F portfolio, value $6,380,116.

    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 54,994 shares
    Change vs previous 13F -908 shares

    0.11% of the 13F portfolio, value $5,993,215.

    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 55,902 shares
    Change vs previous 13F +27,686 shares

    0.11% of the 13F portfolio, value $6,675,224.

    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 28,216 shares
    Change vs previous 13F +142 shares

    0.12% of the 13F portfolio, value $6,761,716.

    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 28,074 shares
    Change vs previous 13F -3,328 shares

    0.11% of the 13F portfolio, value $6,101,353.

    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 31,402 shares
    Change vs previous 13F -1,265 shares

    0.12% of the 13F portfolio, value $6,200,667.

    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 32,667 shares
    Change vs previous 13F -1,417 shares

    0.14% of the 13F portfolio, value $7,328,873.

    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 34,084 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,829,439.

    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).