Skip to content
Disclosery

Davis Wealth Advisors, LLC: DYNF position timeline

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

Davis Wealth Advisors, LLC held 77,010 DYNF 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 77,010 shares
    Change vs previous 13F -6,378 shares

    4.05% of the 13F portfolio, value $5,237,411.

    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 83,388 shares
    Change vs previous 13F -19,383 shares

    4.03% of the 13F portfolio, value $4,851,490.

    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 102,771 shares
    Change vs previous 13F +4,973 shares

    5.2% of the 13F portfolio, value $6,249,531.

    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 97,798 shares
    Change vs previous 13F +22,335 shares

    5.2% of the 13F portfolio, value $5,789,554.

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

  5. period ended2025-06-30
    13F 75,463 shares
    Change vs previous 13F -622 shares

    4.36% of the 13F portfolio, value $4,109,681.

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

  6. period ended2025-03-31
    13F 76,085 shares
    Change vs previous 13F +4,129 shares

    4.19% of the 13F portfolio, value $3,709,908.

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

  7. period ended2024-12-31
    13F 71,956 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $3,687,767.

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