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Davis Wealth Advisors, LLC: QUAL position timeline

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

Davis Wealth Advisors, LLC held 10,147 QUAL 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 10,147 shares
    Change vs previous 13F -11,251 shares

    1.72% of the 13F portfolio, value $2,226,343.

    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 21,398 shares
    Change vs previous 13F -14 shares

    3.41% of the 13F portfolio, value $4,104,265.

    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 21,412 shares
    Change vs previous 13F -8,835 shares

    3.54% of the 13F portfolio, value $4,252,801.

    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 30,247 shares
    Change vs previous 13F -796 shares

    5.28% of the 13F portfolio, value $5,882,743.

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

  5. period ended2025-06-30
    13F 31,043 shares
    Change vs previous 13F -1,092 shares

    6.02% of the 13F portfolio, value $5,675,170.

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

  6. period ended2025-03-31
    13F 32,135 shares
    Change vs previous 13F +4,283 shares

    6.2% of the 13F portfolio, value $5,491,309.

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

  7. period ended2024-12-31
    13F 27,852 shares
    Change vs previous 13F not available

    5.45% of the 13F portfolio, value $4,959,887.

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