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Davis Wealth Advisors, LLC: SUSC position timeline

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

Davis Wealth Advisors, LLC held 86,847 SUSC 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 86,847 shares
    Change vs previous 13F -13,109 shares

    1.56% of the 13F portfolio, value $2,010,647.

    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 99,956 shares
    Change vs previous 13F -1,048 shares

    1.92% of the 13F portfolio, value $2,312,755.

    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 101,004 shares
    Change vs previous 13F +12,904 shares

    1.97% of the 13F portfolio, value $2,361,938.

    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 88,100 shares
    Change vs previous 13F +10,434 shares

    1.86% of the 13F portfolio, value $2,075,630.

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

  5. period ended2025-06-30
    13F 77,666 shares
    Change vs previous 13F -9 shares

    1.92% of the 13F portfolio, value $1,804,173.

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

  6. period ended2025-03-31
    13F 77,675 shares
    Change vs previous 13F +2,187 shares

    2.02% of the 13F portfolio, value $1,791,189.

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

  7. period ended2024-12-31
    13F 75,488 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $1,715,113.

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