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Davis Wealth Advisors, LLC: IVV position timeline

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

Davis Wealth Advisors, LLC held 20,944 IVV 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 20,944 shares
    Change vs previous 13F +5,971 shares

    12.13% of the 13F portfolio, value $15,685,259.

    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 14,973 shares
    Change vs previous 13F +2,330 shares

    8.13% of the 13F portfolio, value $9,780,786.

    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 12,643 shares
    Change vs previous 13F +440 shares

    7.2% of the 13F portfolio, value $8,659,844.

    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 12,203 shares
    Change vs previous 13F +258 shares

    7.33% of the 13F portfolio, value $8,168,757.

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

  5. period ended2025-06-30
    13F 11,945 shares
    Change vs previous 13F -7,242 shares

    7.87% of the 13F portfolio, value $7,417,325.

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

  6. period ended2025-03-31
    13F 19,187 shares
    Change vs previous 13F -613 shares

    12.18% of the 13F portfolio, value $10,782,481.

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

  7. period ended2024-12-31
    13F 19,800 shares
    Change vs previous 13F not available

    12.82% of the 13F portfolio, value $11,657,061.

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