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Davis Wealth Advisors, LLC: NUBD position timeline

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

Davis Wealth Advisors, LLC held 0 NUBD 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 -14,405 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 14,405 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $319,929.

    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 14,405 shares
    Change vs previous 13F -1 shares

    0.27% of the 13F portfolio, value $322,016.

    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 14,406 shares
    Change vs previous 13F -339 shares

    0.29% of the 13F portfolio, value $323,453.

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

  5. period ended2025-06-30
    13F 14,745 shares
    Change vs previous 13F -5,656 shares

    0.35% of the 13F portfolio, value $328,187.

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

  6. period ended2025-03-31
    13F 20,401 shares
    Change vs previous 13F -968 shares

    0.51% of the 13F portfolio, value $452,551.

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

  7. period ended2024-12-31
    13F 21,369 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $465,385.

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