Skip to content
Disclosery

Davis Wealth Advisors, LLC: YEAR position timeline

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

Davis Wealth Advisors, LLC held 14,818 YEAR 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 14,818 shares
    Change vs previous 13F -158 shares

    0.58% of the 13F portfolio, value $745,938.

    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 14,976 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $755,914.

    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 14,976 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $755,988.

    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 14,976 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $758,909.

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