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Davis Wealth Advisors, LLC: LCTU position timeline

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

Davis Wealth Advisors, LLC held 49,046 LCTU 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 49,046 shares
    Change vs previous 13F +4,636 shares

    3.04% of the 13F portfolio, value $3,931,525.

    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 44,410 shares
    Change vs previous 13F -2,989 shares

    2.59% of the 13F portfolio, value $3,114,778.

    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 47,399 shares
    Change vs previous 13F +4,267 shares

    2.92% of the 13F portfolio, value $3,511,821.

    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 43,132 shares
    Change vs previous 13F -1,163 shares

    2.81% of the 13F portfolio, value $3,130,518.

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

  5. period ended2025-06-30
    13F 44,295 shares
    Change vs previous 13F -8,301 shares

    3.16% of the 13F portfolio, value $2,979,792.

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

  6. period ended2025-03-31
    13F 52,596 shares
    Change vs previous 13F -3,348 shares

    3.6% of the 13F portfolio, value $3,187,544.

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

  7. period ended2024-12-31
    13F 55,944 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $3,583,249.

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