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Davis Wealth Advisors, LLC: IVLU position timeline

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

Davis Wealth Advisors, LLC held 5,119 IVLU 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 5,119 shares
    Change vs previous 13F -1,609 shares

    0.17% of the 13F portfolio, value $214,077.

    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 6,728 shares
    Change vs previous 13F -306 shares

    0.22% of the 13F portfolio, value $266,986.

    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 7,034 shares
    Change vs previous 13F -261 shares

    0.22% of the 13F portfolio, value $267,662.

    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 7,295 shares
    Change vs previous 13F -328 shares

    0.23% of the 13F portfolio, value $258,827.

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

  5. period ended2025-06-30
    13F 7,623 shares
    Change vs previous 13F +449 shares

    0.27% of the 13F portfolio, value $250,721.

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

  6. period ended2025-03-31
    13F 7,174 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $217,443.

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