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Davis Wealth Advisors, LLC: IVE position timeline

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

Davis Wealth Advisors, LLC held 20,257 IVE 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 20,257 shares
    Change vs previous 13F -5,987 shares

    3.56% of the 13F portfolio, value $4,599,367.

    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 26,244 shares
    Change vs previous 13F -2,152 shares

    4.6% of the 13F portfolio, value $5,541,436.

    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 28,396 shares
    Change vs previous 13F +8,045 shares

    5.01% of the 13F portfolio, value $6,021,962.

    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 20,351 shares
    Change vs previous 13F +4,295 shares

    3.77% of the 13F portfolio, value $4,202,381.

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

  5. period ended2025-06-30
    13F 16,056 shares
    Change vs previous 13F +1,566 shares

    3.33% of the 13F portfolio, value $3,137,494.

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

  6. period ended2025-03-31
    13F 14,490 shares
    Change vs previous 13F +4,837 shares

    3.12% of the 13F portfolio, value $2,761,215.

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

  7. period ended2024-12-31
    13F 9,653 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $1,842,299.

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