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Ariadne Wealth Management, LP: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ariadne Wealth Management, LP on AVUV, newest first. How the timeline and the estimate are built.

Ariadne Wealth Management, LP held 22,325 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,325 shares
    Change vs previous 13F +270 shares

    1.23% of the 13F portfolio, value $2,785,239.

    13F-HR 0002034793-26-000003 filed by Ariadne Wealth Management, LP
    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 22,055 shares
    Change vs previous 13F +806 shares

    1.09% of the 13F portfolio, value $2,436,432.

    13F-HR 0002034793-26-000002 filed by Ariadne Wealth Management, LP
    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 21,249 shares
    Change vs previous 13F +15,212 shares

    1% of the 13F portfolio, value $2,409,431.

    13F-HR 0002034793-26-000001 filed by Ariadne Wealth Management, LP
    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 6,037 shares
    Change vs previous 13F -27 shares

    0.26% of the 13F portfolio, value $589,875.

    13F-HR 0002034793-25-000011 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,064 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $590,285.

    13F-HR 0002034793-25-000005 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,064 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $524,599.

    13F-HR 0002034793-25-000002 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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