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Davis Wealth Advisors, LLC: NULG position timeline

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

Davis Wealth Advisors, LLC held 4,747 NULG 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 4,747 shares
    Change vs previous 13F -224 shares

    0.43% of the 13F portfolio, value $555,674.

    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 4,971 shares
    Change vs previous 13F -630 shares

    0.38% of the 13F portfolio, value $452,056.

    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 5,601 shares
    Change vs previous 13F +146 shares

    0.46% of the 13F portfolio, value $547,781.

    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 5,455 shares
    Change vs previous 13F -866 shares

    0.49% of the 13F portfolio, value $542,460.

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

  5. period ended2025-06-30
    13F 6,321 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $593,821.

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

  6. period ended2025-03-31
    13F 6,321 shares
    Change vs previous 13F -671 shares

    0.56% of the 13F portfolio, value $494,777.

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

  7. period ended2024-12-31
    13F 6,992 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $600,160.

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