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Davis Wealth Advisors, LLC: DSI position timeline

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

Davis Wealth Advisors, LLC held 16,481 DSI 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 16,481 shares
    Change vs previous 13F +1,007 shares

    1.82% of the 13F portfolio, value $2,346,602.

    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 15,474 shares
    Change vs previous 13F -1,302 shares

    1.56% of the 13F portfolio, value $1,875,308.

    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 16,776 shares
    Change vs previous 13F +2,262 shares

    1.8% of the 13F portfolio, value $2,161,195.

    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 14,514 shares
    Change vs previous 13F -549 shares

    1.64% of the 13F portfolio, value $1,827,967.

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

  5. period ended2025-06-30
    13F 15,063 shares
    Change vs previous 13F -2,506 shares

    1.86% of the 13F portfolio, value $1,749,656.

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

  6. period ended2025-03-31
    13F 17,569 shares
    Change vs previous 13F -961 shares

    2.03% of the 13F portfolio, value $1,799,130.

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

  7. period ended2024-12-31
    13F 18,530 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $2,042,791.

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