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AVAII WEALTH MANAGEMENT, LLC: UITB position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 11,101 UITB 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 11,101 shares
    Change vs previous 13F -611 shares

    0.14% of the 13F portfolio, value $495,728.

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

  2. period ended2026-06-30
    13F 11,712 shares
    Change vs previous 13F +24 shares

    0.16% of the 13F portfolio, value $548,580.

    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 11,688 shares
    Change vs previous 13F +946 shares

    0.19% of the 13F portfolio, value $549,558.

    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 10,742 shares
    Change vs previous 13F +996 shares

    0.18% of the 13F portfolio, value $508,695.

    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 9,746 shares
    Change vs previous 13F -335 shares

    0.18% of the 13F portfolio, value $463,110.

    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 10,081 shares
    Change vs previous 13F +1,047 shares

    0.21% of the 13F portfolio, value $474,524.

    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 9,034 shares
    Change vs previous 13F +602 shares

    0.23% of the 13F portfolio, value $424,049.

    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 8,432 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $387,553.

    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).