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Davis Wealth Advisors, LLC: IEMG position timeline

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

Davis Wealth Advisors, LLC held 74,725 IEMG 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 74,725 shares
    Change vs previous 13F -21,837 shares

    4.79% of the 13F portfolio, value $6,190,152.

    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 96,562 shares
    Change vs previous 13F -3,278 shares

    5.6% of the 13F portfolio, value $6,735,222.

    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 99,840 shares
    Change vs previous 13F +23,605 shares

    5.58% of the 13F portfolio, value $6,711,251.

    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 76,235 shares
    Change vs previous 13F +25,922 shares

    4.51% of the 13F portfolio, value $5,025,348.

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

  5. period ended2025-06-30
    13F 50,313 shares
    Change vs previous 13F +23,662 shares

    3.21% of the 13F portfolio, value $3,020,234.

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

  6. period ended2025-03-31
    13F 26,651 shares
    Change vs previous 13F +10,256 shares

    1.62% of the 13F portfolio, value $1,438,332.

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

  7. period ended2024-12-31
    13F 16,395 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $856,125.

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