Davis Wealth Advisors, LLC: BINC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Wealth Advisors, LLC on BINC, newest first. How the timeline and the estimate are built.
Davis Wealth Advisors, LLC held 7,111 BINC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 7,111 sharesChange vs previous 13F -15,116 shares
0.29% of the 13F portfolio, value $372,189.
13F-HR 0001214659-26-010181 filed by Davis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,227 sharesChange vs previous 13F -6,239 shares
0.96% of the 13F portfolio, value $1,154,253.
13F-HR 0001214659-26-006214 filed by Davis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,466 sharesChange vs previous 13F +4,052 shares
1.25% of the 13F portfolio, value $1,502,171.
13F-HR 0001214659-26-001926 filed by Davis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,414 sharesChange vs previous 13F +2,110 shares
1.17% of the 13F portfolio, value $1,299,762.
13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
Accepted , ingested - period ended2025-06-3013F 22,304 sharesChange vs previous 13F +1,203 shares
1.25% of the 13F portfolio, value $1,178,532.
13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
Accepted , ingested - period ended2025-03-3113F 21,101 sharesChange vs previous 13F +3,986 shares
1.25% of the 13F portfolio, value $1,105,284.
13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
Accepted , ingested - period ended2024-12-3113F 17,115 sharesChange vs previous 13F not available
0.98% of the 13F portfolio, value $890,309.
13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
Accepted , ingested