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Davis Wealth Advisors, LLC: USXF position timeline

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

Davis Wealth Advisors, LLC held 33,782 USXF 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 33,782 shares
    Change vs previous 13F +1,259 shares

    1.81% of the 13F portfolio, value $2,346,268.

    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 32,523 shares
    Change vs previous 13F +271 shares

    1.49% of the 13F portfolio, value $1,795,277.

    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 32,252 shares
    Change vs previous 13F +2,196 shares

    1.54% of the 13F portfolio, value $1,857,048.

    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 30,056 shares
    Change vs previous 13F -8,333 shares

    1.55% of the 13F portfolio, value $1,722,522.

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

  5. period ended2025-06-30
    13F 38,389 shares
    Change vs previous 13F -18,000 shares

    2.2% of the 13F portfolio, value $2,070,433.

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

  6. period ended2025-03-31
    13F 56,389 shares
    Change vs previous 13F -1,665 shares

    2.97% of the 13F portfolio, value $2,631,715.

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

  7. period ended2024-12-31
    13F 58,054 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $2,886,504.

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