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Disclosery

Davis Wealth Advisors, LLC: TLT position timeline

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

Davis Wealth Advisors, LLC held 0 TLT shares at 2025-03-31 per its 13F-HR filed 2026-09-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -12,821 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.

  2. period ended2024-12-31
    13F 12,821 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,119,594.

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