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Davis Wealth Advisors, LLC: ICSH position timeline

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

Davis Wealth Advisors, LLC held 19,748 ICSH 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 19,748 shares
    Change vs previous 13F +818 shares

    0.77% of the 13F portfolio, value $998,822.

    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 18,930 shares
    Change vs previous 13F -1,759 shares

    0.8% of the 13F portfolio, value $958,227.

    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 20,689 shares
    Change vs previous 13F +138 shares

    0.87% of the 13F portfolio, value $1,046,470.

    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 20,551 shares
    Change vs previous 13F -550 shares

    0.94% of the 13F portfolio, value $1,042,949.

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

  5. period ended2025-06-30
    13F 21,101 shares
    Change vs previous 13F -576 shares

    1.14% of the 13F portfolio, value $1,070,084.

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

  6. period ended2025-03-31
    13F 21,677 shares
    Change vs previous 13F +12,573 shares

    1.24% of the 13F portfolio, value $1,099,032.

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

  7. period ended2024-12-31
    13F 9,104 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $459,110.

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