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Davis Wealth Advisors, LLC: EVUS position timeline

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

Davis Wealth Advisors, LLC held 31,291 EVUS 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 31,291 shares
    Change vs previous 13F +3,485 shares

    0.85% of the 13F portfolio, value $1,098,657.

    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 27,806 shares
    Change vs previous 13F -2,236 shares

    0.74% of the 13F portfolio, value $885,103.

    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 30,042 shares
    Change vs previous 13F +13,334 shares

    0.8% of the 13F portfolio, value $962,552.

    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 16,708 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $525,469.

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