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Austin Wealth Management, LLC: AVUS position timeline

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

Austin Wealth Management, LLC held 25,909 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,909 shares
    Change vs previous 13F +624 shares

    0.7% of the 13F portfolio, value $3,293,610.

    13F-HR 0002003112-26-000007 filed by Austin 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 25,285 shares
    Change vs previous 13F +13,999 shares

    0.65% of the 13F portfolio, value $2,846,131.

    13F-HR 0002003112-26-000004 filed by Austin 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 11,286 shares
    Change vs previous 13F +666 shares

    0.19% of the 13F portfolio, value $1,289,990.

    13F-HR 0002003112-26-000001 filed by Austin 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 10,620 shares
    Change vs previous 13F -184 shares

    0.18% of the 13F portfolio, value $1,151,208.

    13F-HR 0002003112-25-000004 filed by Austin Wealth Management, LLC
    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 10,804 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,113,935.

    13F-HR 0001085146-25-004694 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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