Skip to content
Disclosery

Davis Wealth Advisors, LLC: MUB position timeline

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

Davis Wealth Advisors, LLC held 0 MUB 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 0 shares
    Change vs previous 13F -2,825 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 2,825 shares
    Change vs previous 13F -606 shares

    0.25% of the 13F portfolio, value $299,894.

    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 3,431 shares
    Change vs previous 13F -6,478 shares

    0.31% of the 13F portfolio, value $367,515.

    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 9,909 shares
    Change vs previous 13F -73 shares

    0.95% of the 13F portfolio, value $1,055,110.

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

  5. period ended2025-06-30
    13F 9,982 shares
    Change vs previous 13F +183 shares

    1.11% of the 13F portfolio, value $1,042,949.

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

  6. period ended2025-03-31
    13F 9,799 shares
    Change vs previous 13F -5,470 shares

    1.17% of the 13F portfolio, value $1,033,234.

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

  7. period ended2024-12-31
    13F 15,269 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $1,626,920.

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