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Davis Wealth Advisors, LLC: ESGU position timeline

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

Davis Wealth Advisors, LLC held 24,610 ESGU 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 24,610 shares
    Change vs previous 13F +2,227 shares

    3.12% of the 13F portfolio, value $4,028,087.

    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 22,383 shares
    Change vs previous 13F +317 shares

    2.63% of the 13F portfolio, value $3,165,358.

    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 22,066 shares
    Change vs previous 13F -769 shares

    2.73% of the 13F portfolio, value $3,287,337.

    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 22,835 shares
    Change vs previous 13F +5,193 shares

    2.99% of the 13F portfolio, value $3,324,913.

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

  5. period ended2025-06-30
    13F 17,642 shares
    Change vs previous 13F -1,608 shares

    2.53% of the 13F portfolio, value $2,387,068.

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

  6. period ended2025-03-31
    13F 19,250 shares
    Change vs previous 13F +2,080 shares

    2.65% of the 13F portfolio, value $2,346,908.

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

  7. period ended2024-12-31
    13F 17,170 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $2,211,940.

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