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AVAII WEALTH MANAGEMENT, LLC: FBCG position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 21,272 FBCG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,272 shares
    Change vs previous 13F +10 shares

    0.39% of the 13F portfolio, value $1,360,773.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,262 shares
    Change vs previous 13F -32 shares

    0.39% of the 13F portfolio, value $1,320,586.

    13F-HR 0001951757-26-001196 filed by AVAII 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 ended2026-03-31
    13F 21,294 shares
    Change vs previous 13F +964 shares

    0.37% of the 13F portfolio, value $1,067,258.

    13F-HR 0001951757-26-000654 filed by AVAII 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 ended2025-12-31
    13F 20,330 shares
    Change vs previous 13F +309 shares

    0.4% of the 13F portfolio, value $1,114,918.

    13F-HR 0001951757-26-000068 filed by AVAII 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 ended2025-09-30
    13F 20,021 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,074,332.

    13F-HR 0001951757-25-001183 filed by AVAII 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 ended2025-06-30
    13F 20,021 shares
    Change vs previous 13F +5,259 shares

    0.43% of the 13F portfolio, value $965,814.

    13F-HR 0001951757-25-000828 filed by AVAII 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 ended2025-03-31
    13F/A 14,762 shares
    Change vs previous 13F +142 shares

    0.32% of the 13F portfolio, value $590,038.

    13F-HR/A 0001951757-25-000376 filed by AVAII 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 ended2024-12-31
    13F 14,620 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $676,322.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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