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Davis Wealth Advisors, LLC: XJH position timeline

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

Davis Wealth Advisors, LLC held 0 XJH shares at 2025-06-30 per its 13F-HR filed 2026-09-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -6,006 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 6,006 shares
    Change vs previous 13F -250 shares

    0.26% of the 13F portfolio, value $234,599.

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

  3. period ended2024-12-31
    13F 6,256 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $261,675.

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