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Davis Wealth Advisors, LLC: SUSB position timeline

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

Davis Wealth Advisors, LLC held 45,001 SUSB 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 45,001 shares
    Change vs previous 13F +45,001 shares

    0.87% of the 13F portfolio, value $1,124,576.

    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 ยง4.2).

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -14,205 shares

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

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

  3. period ended2024-12-31
    13F 14,205 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $350,863.

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