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Davis Wealth Advisors, LLC: OEF position timeline

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

Davis Wealth Advisors, LLC held 3,106 OEF 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 3,106 shares
    Change vs previous 13F -146 shares

    0.88% of the 13F portfolio, value $1,136,289.

    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 3,252 shares
    Change vs previous 13F -9,760 shares

    0.86% of the 13F portfolio, value $1,034,274.

    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 13,012 shares
    Change vs previous 13F +742 shares

    3.71% of the 13F portfolio, value $4,462,567.

    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 12,270 shares
    Change vs previous 13F +5,344 shares

    3.67% of the 13F portfolio, value $4,084,039.

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

  5. period ended2025-06-30
    13F 6,926 shares
    Change vs previous 13F +1,530 shares

    2.24% of the 13F portfolio, value $2,107,713.

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

  6. period ended2025-03-31
    13F 5,396 shares
    Change vs previous 13F +3,639 shares

    1.65% of the 13F portfolio, value $1,461,316.

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

  7. period ended2024-12-31
    13F 1,757 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $507,508.

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