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Davis Wealth Advisors, LLC: FIGB position timeline

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

Davis Wealth Advisors, LLC held 22,015 FIGB 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 22,015 shares
    Change vs previous 13F -1,627 shares

    0.73% of the 13F portfolio, value $942,901.

    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 23,642 shares
    Change vs previous 13F +6,347 shares

    0.85% of the 13F portfolio, value $1,017,565.

    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 17,295 shares
    Change vs previous 13F +9,624 shares

    0.62% of the 13F portfolio, value $751,119.

    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 7,671 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $333,698.

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