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Davis Wealth Advisors, LLC: IVW position timeline

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

Davis Wealth Advisors, LLC held 41,049 IVW 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 41,049 shares
    Change vs previous 13F -3,123 shares

    4.37% of the 13F portfolio, value $5,645,399.

    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 44,172 shares
    Change vs previous 13F -822 shares

    4.15% of the 13F portfolio, value $4,996,289.

    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 44,994 shares
    Change vs previous 13F +1,850 shares

    4.61% of the 13F portfolio, value $5,545,965.

    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 43,144 shares
    Change vs previous 13F +3,041 shares

    4.68% of the 13F portfolio, value $5,208,241.

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

  5. period ended2025-06-30
    13F 40,103 shares
    Change vs previous 13F -4,128 shares

    4.69% of the 13F portfolio, value $4,415,248.

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

  6. period ended2025-03-31
    13F 44,231 shares
    Change vs previous 13F +2,207 shares

    4.64% of the 13F portfolio, value $4,105,878.

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

  7. period ended2024-12-31
    13F 42,024 shares
    Change vs previous 13F not available

    4.69% of the 13F portfolio, value $4,266,603.

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