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Davis Wealth Advisors, LLC: IEV position timeline

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

Davis Wealth Advisors, LLC held 5,871 IEV 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 5,871 shares
    Change vs previous 13F -1,143 shares

    0.33% of the 13F portfolio, value $427,702.

    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 7,014 shares
    Change vs previous 13F -262 shares

    0.4% of the 13F portfolio, value $476,506.

    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 7,276 shares
    Change vs previous 13F +861 shares

    0.42% of the 13F portfolio, value $499,108.

    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 6,415 shares
    Change vs previous 13F -485 shares

    0.38% of the 13F portfolio, value $420,053.

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

  5. period ended2025-06-30
    13F 6,900 shares
    Change vs previous 13F +840 shares

    0.46% of the 13F portfolio, value $436,427.

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

  6. period ended2025-03-31
    13F 6,060 shares
    Change vs previous 13F -24 shares

    0.4% of the 13F portfolio, value $352,694.

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

  7. period ended2024-12-31
    13F 6,084 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $316,732.

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