Davis Wealth Advisors, LLC: EUSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Wealth Advisors, LLC on EUSB, newest first. How the timeline and the estimate are built.
Davis Wealth Advisors, LLC held 22,260 EUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 22,260 sharesChange vs previous 13F -5,136 shares
0.75% of the 13F portfolio, value $967,198.
13F-HR 0001214659-26-010181 filed by Davis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,396 sharesChange vs previous 13F -1,279 shares
0.99% of the 13F portfolio, value $1,191,707.
13F-HR 0001214659-26-006214 filed by Davis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,675 sharesChange vs previous 13F -624 shares
1.05% of the 13F portfolio, value $1,259,113.
13F-HR 0001214659-26-001926 filed by Davis Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,299 sharesChange vs previous 13F +1,971 shares
1.16% of the 13F portfolio, value $1,286,845.
13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
Accepted , ingested - period ended2025-06-3013F 27,328 sharesChange vs previous 13F -1,222 shares
1.26% of the 13F portfolio, value $1,190,128.
13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
Accepted , ingested - period ended2025-03-3113F 28,550 sharesChange vs previous 13F +1,746 shares
1.4% of the 13F portfolio, value $1,236,805.
13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
Accepted , ingested - period ended2024-12-3113F 26,804 sharesChange vs previous 13F not available
1.25% of the 13F portfolio, value $1,138,637.
13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
Accepted , ingested