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Disclosery

Davis Wealth Advisors, LLC: SHY position timeline

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

Davis Wealth Advisors, LLC held 0 SHY shares at 2025-09-30 per its 13F-HR filed 2026-09-01.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,858 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,858 shares
    Change vs previous 13F +29 shares

    0.25% of the 13F portfolio, value $236,760.

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

  3. period ended2025-03-31
    13F 2,829 shares
    Change vs previous 13F +18 shares

    0.26% of the 13F portfolio, value $234,082.

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

  4. period ended2024-12-31
    13F 2,811 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $230,482.

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