13F-HR - Davis Wealth Advisors, LLC (0002104502) (Filer)
Institutional holdings report (13F-HR) for the period ended 2025-03-31 filed by Davis Wealth Advisors, LLC.
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Institutional holdings report (13F-HR) for the period ended 2025-03-31 filed by Davis Wealth Advisors, LLC.
Institutional holdings report (13F-HR) for the period ended 2024-12-31 filed by Davis Wealth Advisors, LLC.
AIM ImmunoTech entered an exchange agreement to convert a portion of its debt into common stock. This confirms recent analyst speculation regarding a debt-for-equity swap.
TriNet's board approved a quarterly dividend of $0.29 per share for the third quarter of 2026, with a record date of October 1, 2026.
Dexcom promoted CFO Jereme Sylvain to COO while retaining the CFO title. The move aligns operations and finance to drive growth and scale.
On Sept. 14, 2026, MercadoLibre completed a private placement of $1.00 billion principal amount of 5.850% senior notes due 2036, to be jointly and severally guaranteed by certain o…
Drugs Made In America Acquisition Corp. has amended its definitive merger agreement with Power Analytics Global Corp. to consummate the business combination.
Ramaco Resources declared a quarterly Class B common stock dividend of $0.1535 per share. The dividend ratio is determined by dividing the dividend amount by the stock's closing pr…
RGC Resources officially filed its 2024 investor presentation, providing updated outlook and financial highlights for the year.
FedEx Corporation sold $2 billion worth of debt notes, raising funds to support its capital structure. This follows the trend of major U.S. corporations issuing long-term debt.
The company declared a September 2026 monthly dividend of $0.10 per share, payable on October 29, 2026. This information underscores the firm's REIT compliance strategy and the res…
Genasys entered into a first amendment to its loan agreement to extend the maturity date and pay down principal. The agreement increases the maturity date to October 30, 2026, whil…
Crown Castle appointed Kris Hinson as CFO succeeding Sunit Patel effective April 1, 2027, and named Cathy Piche's successor after her departure in February 2027. The leadership shu…
PricewaterhouseCoopers LLP consented to the incorporation by reference of their financial statements audit report regarding JRD Unico, Inc. into Sysco’s recent regulatory filings.
Tami Reller, a healthcare and technology executive, joined Health Catalyst's Board, effective October 1, 2026. Her appointment reflects the company's focus on AI-forward growth und…
Bimini announced Richard Parry, President and CIO of a recently acquired subsidiary, has joined its board.
Associated Banc-Corp announced continued organic loan growth in 2Q 2026 with net interest margins expanding to 3.17%. The company is actively managing the integration of American N…
Stewards, Inc. released a corporate presentation outlining an integrated financial ecosystem focused on private credit, real assets, and technology. The company highlighted plans f…
XCF Global, Inc., DevvStream Corp., and Southern Energy Renewables Inc. have amended the Business Combination Agreement regarding the definitions of consideration shares, effective…
iBio has filed an exhibit containing a September 2026 corporate presentation focused on its therapeutic candidates for obesity and cardiometabolic diseases, which includes forward-…