Skip to content
Disclosery

Davis Wealth Advisors, LLC: VTEB position timeline

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

Davis Wealth Advisors, LLC held 15,154 VTEB 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 15,154 shares
    Change vs previous 13F -731 shares

    0.59% of the 13F portfolio, value $766,494.

    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 15,885 shares
    Change vs previous 13F -1,913 shares

    0.66% of the 13F portfolio, value $792,504.

    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 17,798 shares
    Change vs previous 13F -2,790 shares

    0.74% of the 13F portfolio, value $895,062.

    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 20,588 shares
    Change vs previous 13F -5,316 shares

    0.93% of the 13F portfolio, value $1,030,874.

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

  5. period ended2025-06-30
    13F 25,904 shares
    Change vs previous 13F -6,343 shares

    1.35% of the 13F portfolio, value $1,270,095.

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

  6. period ended2025-03-31
    13F 32,247 shares
    Change vs previous 13F -3,137 shares

    1.81% of the 13F portfolio, value $1,600,093.

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

  7. period ended2024-12-31
    13F 35,384 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $1,773,783.

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