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Davis Wealth Advisors, LLC: BAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Wealth Advisors, LLC on BAI, newest first. How the timeline and the estimate are built.

Davis Wealth Advisors, LLC held 47,904 BAI 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 47,904 shares
    Change vs previous 13F -15,890 shares

    1.95% of the 13F portfolio, value $2,525,467.

    13F-HR 0001214659-26-010181 filed by Davis Wealth Advisors, LLC
    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 63,794 shares
    Change vs previous 13F +1,234 shares

    1.75% of the 13F portfolio, value $2,101,996.

    13F-HR 0001214659-26-006214 filed by Davis Wealth Advisors, LLC
    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 62,560 shares
    Change vs previous 13F +9,934 shares

    1.73% of the 13F portfolio, value $2,083,232.

    13F-HR 0001214659-26-001926 filed by Davis Wealth Advisors, LLC
    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 52,626 shares
    Change vs previous 13F +30,274 shares

    1.61% of the 13F portfolio, value $1,797,717.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 22,352 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $644,867.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested