Skip to content
Disclosery

Davis Wealth Advisors, LLC: GOVT position timeline

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

Davis Wealth Advisors, LLC held 167,604 GOVT 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 167,604 shares
    Change vs previous 13F +33,137 shares

    2.95% of the 13F portfolio, value $3,818,058.

    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 134,467 shares
    Change vs previous 13F +78,725 shares

    2.56% of the 13F portfolio, value $3,080,637.

    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 55,742 shares
    Change vs previous 13F +24,704 shares

    1.07% of the 13F portfolio, value $1,283,465.

    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 31,038 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $717,589.

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