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Davis Wealth Advisors, LLC: IYW position timeline

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

Davis Wealth Advisors, LLC held 3,703 IYW 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 3,703 shares
    Change vs previous 13F -4,299 shares

    0.72% of the 13F portfolio, value $933,809.

    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 8,002 shares
    Change vs previous 13F -27 shares

    1.21% of the 13F portfolio, value $1,451,761.

    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 8,029 shares
    Change vs previous 13F -922 shares

    1.33% of the 13F portfolio, value $1,603,273.

    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 8,951 shares
    Change vs previous 13F -5,673 shares

    1.57% of the 13F portfolio, value $1,753,077.

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

  5. period ended2025-06-30
    13F 14,624 shares
    Change vs previous 13F -782 shares

    2.69% of the 13F portfolio, value $2,533,757.

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

  6. period ended2025-03-31
    13F 15,406 shares
    Change vs previous 13F -93 shares

    2.44% of the 13F portfolio, value $2,163,451.

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

  7. period ended2024-12-31
    13F 15,499 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $2,472,412.

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