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Davis Wealth Advisors, LLC: TLH position timeline

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

Davis Wealth Advisors, LLC held 15,084 TLH 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 15,084 shares
    Change vs previous 13F -9,575 shares

    1.17% of the 13F portfolio, value $1,513,696.

    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 24,659 shares
    Change vs previous 13F +725 shares

    2.06% of the 13F portfolio, value $2,483,687.

    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 23,934 shares
    Change vs previous 13F +3,487 shares

    2.02% of the 13F portfolio, value $2,433,401.

    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 20,447 shares
    Change vs previous 13F +4,267 shares

    1.89% of the 13F portfolio, value $2,105,848.

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

  5. period ended2025-06-30
    13F 16,180 shares
    Change vs previous 13F +4,410 shares

    1.74% of the 13F portfolio, value $1,643,890.

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

  6. period ended2025-03-31
    13F 11,770 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,221,167.

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