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Davis Wealth Advisors, LLC: EFG position timeline

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

Davis Wealth Advisors, LLC held 21,933 EFG 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 21,933 shares
    Change vs previous 13F -248 shares

    2.11% of the 13F portfolio, value $2,728,975.

    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 22,181 shares
    Change vs previous 13F +16,265 shares

    2.05% of the 13F portfolio, value $2,470,330.

    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 5,916 shares
    Change vs previous 13F -2,104 shares

    0.56% of the 13F portfolio, value $673,922.

    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 8,020 shares
    Change vs previous 13F -7,801 shares

    0.82% of the 13F portfolio, value $913,307.

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

  5. period ended2025-06-30
    13F 15,821 shares
    Change vs previous 13F -1,487 shares

    1.88% of the 13F portfolio, value $1,771,907.

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

  6. period ended2025-03-31
    13F 17,308 shares
    Change vs previous 13F -14,716 shares

    1.96% of the 13F portfolio, value $1,730,854.

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

  7. period ended2024-12-31
    13F 32,024 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $3,100,903.

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