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Davis Wealth Advisors, LLC: GOOG position timeline

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

Davis Wealth Advisors, LLC held 800 GOOG 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 800 shares
    Change vs previous 13F -281 shares

    0.22% of the 13F portfolio, value $282,664.

    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 1,081 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $309,994.

    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 1,081 shares
    Change vs previous 13F +81 shares

    0.28% of the 13F portfolio, value $339,089.

    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 1,000 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $243,550.

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