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Disclosery

Davis Wealth Advisors, LLC: STIP position timeline

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

Davis Wealth Advisors, LLC held 0 STIP shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,347 shares

    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 ยง4.2).

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

  2. period ended2025-09-30
    13F 2,347 shares
    Change vs previous 13F +376 shares

    0.22% of the 13F portfolio, value $242,585.

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

  3. period ended2025-06-30
    13F 1,971 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $202,835.

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