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Davis Wealth Advisors, LLC: GE position timeline

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

Davis Wealth Advisors, LLC held 1,074 GE 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 1,074 shares
    Change vs previous 13F -155 shares

    0.31% of the 13F portfolio, value $401,386.

    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 1,229 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $348,753.

    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 1,229 shares
    Change vs previous 13F -212 shares

    0.31% of the 13F portfolio, value $378,569.

    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 1,441 shares
    Change vs previous 13F -472 shares

    0.39% of the 13F portfolio, value $433,482.

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

  5. period ended2025-06-30
    13F 1,913 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $492,387.

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

  6. period ended2025-03-31
    13F 1,913 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $382,887.

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

  7. period ended2024-12-31
    13F 1,913 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $319,069.

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