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Davis Wealth Advisors, LLC: DMXF position timeline

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

Davis Wealth Advisors, LLC held 11,334 DMXF 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 11,334 shares
    Change vs previous 13F +1,752 shares

    0.74% of the 13F portfolio, value $958,931.

    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 9,582 shares
    Change vs previous 13F +9,582 shares

    0.6% of the 13F portfolio, value $722,962.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -11,936 shares

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 11,936 shares
    Change vs previous 13F -2,615 shares

    0.94% of the 13F portfolio, value $888,651.

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

  5. period ended2025-03-31
    13F 14,551 shares
    Change vs previous 13F -10,053 shares

    1.11% of the 13F portfolio, value $980,019.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2024-12-31
    13F 24,604 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $1,590,061.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested