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Davis Wealth Advisors, LLC: ESGD position timeline

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

Davis Wealth Advisors, LLC held 4,514 ESGD 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 4,514 shares
    Change vs previous 13F -2,667 shares

    0.36% of the 13F portfolio, value $464,020.

    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 7,181 shares
    Change vs previous 13F +181 shares

    0.57% of the 13F portfolio, value $686,655.

    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 7,000 shares
    Change vs previous 13F +1,005 shares

    0.55% of the 13F portfolio, value $665,638.

    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 5,995 shares
    Change vs previous 13F +1,808 shares

    0.5% of the 13F portfolio, value $557,490.

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

  5. period ended2025-06-30
    13F 4,187 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $373,632.

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