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Davis Wealth Advisors, LLC: ITOT position timeline

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

Davis Wealth Advisors, LLC held 1,500 ITOT 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 1,500 shares
    Change vs previous 13F -585 shares

    0.19% of the 13F portfolio, value $246,405.

    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 2,085 shares
    Change vs previous 13F -118 shares

    0.25% of the 13F portfolio, value $296,967.

    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 2,203 shares
    Change vs previous 13F +388 shares

    0.27% of the 13F portfolio, value $327,564.

    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 1,815 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $264,356.

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

  5. period ended2025-06-30
    13F 1,815 shares
    Change vs previous 13F +6 shares

    0.26% of the 13F portfolio, value $245,098.

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

  6. period ended2025-03-31
    13F 1,809 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $220,715.

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