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Davis Wealth Advisors, LLC: EFV position timeline

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

Davis Wealth Advisors, LLC held 37,021 EFV 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 37,021 shares
    Change vs previous 13F -27,509 shares

    2.19% of the 13F portfolio, value $2,833,764.

    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 64,530 shares
    Change vs previous 13F -2,365 shares

    3.99% of the 13F portfolio, value $4,797,786.

    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 66,895 shares
    Change vs previous 13F -3,383 shares

    3.97% of the 13F portfolio, value $4,776,982.

    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 70,278 shares
    Change vs previous 13F -507 shares

    4.28% of the 13F portfolio, value $4,766,777.

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

  5. period ended2025-06-30
    13F 70,785 shares
    Change vs previous 13F +21,584 shares

    4.77% of the 13F portfolio, value $4,493,260.

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

  6. period ended2025-03-31
    13F 49,201 shares
    Change vs previous 13F -9,436 shares

    3.28% of the 13F portfolio, value $2,899,724.

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

  7. period ended2024-12-31
    13F 58,637 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $3,076,520.

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