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CIK 0002020296 • 6 13F filings • Apr 22, 2025 – Jul 31, 2026
Import this data to Google Sheets with:
=jivedata("davies-financial-advisors-inc-0002020296-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| 13F-HR |
| 0002020296-25-000002 |
| $123.2M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0002020296-26-000003 | $14K | View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004719 | $128.8M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0002020296-26-000002 | $10.9M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002221 | $117.3M | View |