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Davis Wealth Advisors, LLC: IUSB position timeline

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

Davis Wealth Advisors, LLC held 182,131 IUSB 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 182,131 shares
    Change vs previous 13F +32,908 shares

    6.5% of the 13F portfolio, value $8,405,295.

    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 149,223 shares
    Change vs previous 13F +5,926 shares

    5.73% of the 13F portfolio, value $6,892,593.

    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 143,297 shares
    Change vs previous 13F +167 shares

    5.55% of the 13F portfolio, value $6,669,040.

    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 143,130 shares
    Change vs previous 13F -4,585 shares

    6% of the 13F portfolio, value $6,685,525.

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

  5. period ended2025-06-30
    13F 147,715 shares
    Change vs previous 13F -4,358 shares

    7.25% of the 13F portfolio, value $6,828,834.

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

  6. period ended2025-03-31
    13F 152,073 shares
    Change vs previous 13F +14,288 shares

    7.92% of the 13F portfolio, value $7,007,433.

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

  7. period ended2024-12-31
    13F 137,785 shares
    Change vs previous 13F not available

    6.85% of the 13F portfolio, value $6,227,799.

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