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Davis Wealth Advisors, LLC: NUEM position timeline

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

Davis Wealth Advisors, LLC held 10,280 NUEM 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 10,280 shares
    Change vs previous 13F -338 shares

    0.34% of the 13F portfolio, value $436,244.

    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 10,618 shares
    Change vs previous 13F +490 shares

    0.32% of the 13F portfolio, value $390,099.

    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 10,128 shares
    Change vs previous 13F +880 shares

    0.3% of the 13F portfolio, value $360,366.

    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 9,248 shares
    Change vs previous 13F -23 shares

    0.3% of the 13F portfolio, value $330,026.

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

  5. period ended2025-06-30
    13F 9,271 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $307,858.

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

  6. period ended2025-03-31
    13F 9,271 shares
    Change vs previous 13F +453 shares

    0.31% of the 13F portfolio, value $271,149.

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

  7. period ended2024-12-31
    13F 8,818 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $255,869.

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