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Davis Wealth Advisors, LLC: ESGE position timeline

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

Davis Wealth Advisors, LLC held 36,669 ESGE 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 36,669 shares
    Change vs previous 13F -2,522 shares

    1.55% of the 13F portfolio, value $2,005,387.

    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 39,191 shares
    Change vs previous 13F -2,399 shares

    1.48% of the 13F portfolio, value $1,782,030.

    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 41,590 shares
    Change vs previous 13F +7,797 shares

    1.53% of the 13F portfolio, value $1,837,045.

    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 33,793 shares
    Change vs previous 13F +3,358 shares

    1.32% of the 13F portfolio, value $1,467,333.

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

  5. period ended2025-06-30
    13F 30,435 shares
    Change vs previous 13F -2,161 shares

    1.27% of the 13F portfolio, value $1,192,180.

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

  6. period ended2025-03-31
    13F 32,596 shares
    Change vs previous 13F -2,112 shares

    1.29% of the 13F portfolio, value $1,139,298.

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

  7. period ended2024-12-31
    13F 34,708 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,158,978.

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