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Davis Wealth Advisors, LLC: VSGX position timeline

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

Davis Wealth Advisors, LLC held 3,856 VSGX 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 3,856 shares
    Change vs previous 13F -103 shares

    0.25% of the 13F portfolio, value $317,581.

    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 3,959 shares
    Change vs previous 13F +162 shares

    0.24% of the 13F portfolio, value $283,967.

    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 3,797 shares
    Change vs previous 13F -14 shares

    0.23% of the 13F portfolio, value $271,945.

    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 3,811 shares
    Change vs previous 13F -110 shares

    0.24% of the 13F portfolio, value $264,410.

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

  5. period ended2025-06-30
    13F 3,921 shares
    Change vs previous 13F -351 shares

    0.27% of the 13F portfolio, value $256,894.

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

  6. period ended2025-03-31
    13F 4,272 shares
    Change vs previous 13F -672 shares

    0.28% of the 13F portfolio, value $252,063.

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

  7. period ended2024-12-31
    13F 4,944 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $280,386.

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