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AVAII WEALTH MANAGEMENT, LLC: USFR position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 28,448 USFR 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 28,448 shares
    Change vs previous 13F +520 shares

    0.41% of the 13F portfolio, value $1,433,801.

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

  2. period ended2026-06-30
    13F 27,928 shares
    Change vs previous 13F -12,339 shares

    0.41% of the 13F portfolio, value $1,406,196.

    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 40,267 shares
    Change vs previous 13F -4,222 shares

    0.71% of the 13F portfolio, value $2,027,037.

    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 44,489 shares
    Change vs previous 13F -437 shares

    0.81% of the 13F portfolio, value $2,238,678.

    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 44,926 shares
    Change vs previous 13F -619 shares

    0.86% of the 13F portfolio, value $2,258,412.

    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 45,545 shares
    Change vs previous 13F +18,375 shares

    1.02% of the 13F portfolio, value $2,291,374.

    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 27,170 shares
    Change vs previous 13F +407 shares

    0.73% of the 13F portfolio, value $1,367,469.

    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 26,763 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,346,747.

    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).