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Atala Financial Inc: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atala Financial Inc on AVUV, newest first. How the timeline and the estimate are built.

Atala Financial Inc held 25,726 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,726 shares
    Change vs previous 13F +1,445 shares

    1.96% of the 13F portfolio, value $3,209,564.

    13F-HR 0002053756-26-000003 filed by Atala Financial Inc
    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 24,281 shares
    Change vs previous 13F +784 shares

    1.81% of the 13F portfolio, value $2,696,346.

    13F-HR 0002053756-26-000002 filed by Atala Financial Inc
    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 23,497 shares
    Change vs previous 13F +957 shares

    1.53% of the 13F portfolio, value $2,396,218.

    13F-HR 0002053756-26-000001 filed by Atala Financial Inc
    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 22,540 shares
    Change vs previous 13F +2,473 shares

    1.4% of the 13F portfolio, value $2,243,395.

    13F-HR 0002053756-25-000008 filed by Atala Financial Inc
    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 20,067 shares
    Change vs previous 13F +268 shares

    1.26% of the 13F portfolio, value $1,828,087.

    13F-HR 0001958743-25-000005 filed by Atala Financial Inc
    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 19,799 shares
    Change vs previous 13F +849 shares

    1.26% of the 13F portfolio, value $1,727,015.

    13F-HR 0002053756-25-000002 filed by Atala Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,950 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,829,242.

    13F-HR 0002053756-25-000001 filed by Atala Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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