Skip to content
Disclosery

Austin Wealth Management, LLC: AVUV position timeline

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

Austin Wealth Management, LLC held 29,743 AVUV 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 29,743 shares
    Change vs previous 13F +2,169 shares

    0.79% of the 13F portfolio, value $3,728,232.

    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 27,574 shares
    Change vs previous 13F -11,358 shares

    0.7% of the 13F portfolio, value $3,092,719.

    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 38,932 shares
    Change vs previous 13F +4,240 shares

    0.62% of the 13F portfolio, value $4,171,560.

    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 34,692 shares
    Change vs previous 13F +1,874 shares

    0.53% of the 13F portfolio, value $3,406,038.

    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 32,818 shares
    Change vs previous 13F +6,134 shares

    0.54% of the 13F portfolio, value $3,032,677.

    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).

  6. period ended2025-03-31
    13F 26,684 shares
    Change vs previous 13F +4,457 shares

    0.44% of the 13F portfolio, value $2,215,012.

    13F-HR 0001085146-25-002519 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).

  7. period ended2024-12-31
    13F 22,227 shares
    Change vs previous 13F +1,715 shares

    0.46% of the 13F portfolio, value $2,207,551.

    13F-HR 0001085146-25-000924 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).

  8. period ended2024-09-30
    13F 20,512 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,936,790.

    13F-HR 0001085146-24-005175 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).