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Disclosery

ANDREWS, LUCIA WEALTH MANAGEMENT LLC: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ANDREWS, LUCIA WEALTH MANAGEMENT LLC on AVUS, newest first. How the timeline and the estimate are built.

ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 41,887 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,887 shares
    Change vs previous 13F +10,930 shares

    2.81% of the 13F portfolio, value $5,364,816.

    13F-HR 0001725547-26-000238 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 30,957 shares
    Change vs previous 13F +18,913 shares

    2.06% of the 13F portfolio, value $3,441,748.

    13F-HR 0001725547-26-000128 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 12,044 shares
    Change vs previous 13F +4,597 shares

    0.8% of the 13F portfolio, value $1,346,285.

    13F-HR 0001725547-26-000050 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 7,447 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $809,548.

    13F-HR 0001725547-25-004094 filed by ANDREWS, LUCIA WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).