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Davis Wealth Advisors, LLC: LCTD position timeline

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

Davis Wealth Advisors, LLC held 9,110 LCTD 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 9,110 shares
    Change vs previous 13F -1,284 shares

    0.41% of the 13F portfolio, value $525,236.

    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 10,394 shares
    Change vs previous 13F -468 shares

    0.48% of the 13F portfolio, value $574,608.

    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 10,862 shares
    Change vs previous 13F +1,109 shares

    0.49% of the 13F portfolio, value $593,725.

    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 9,753 shares
    Change vs previous 13F -694 shares

    0.47% of the 13F portfolio, value $519,730.

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

  5. period ended2025-06-30
    13F 10,447 shares
    Change vs previous 13F -2,297 shares

    0.56% of the 13F portfolio, value $531,333.

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

  6. period ended2025-03-31
    13F 12,744 shares
    Change vs previous 13F -1,096 shares

    0.66% of the 13F portfolio, value $588,655.

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

  7. period ended2024-12-31
    13F 13,840 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $602,306.

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