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AVAII WEALTH MANAGEMENT, LLC: USTB position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 164,576 USTB 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 164,576 shares
    Change vs previous 13F +4,819 shares

    2.37% of the 13F portfolio, value $8,222,233.

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

  2. period ended2026-06-30
    13F 159,757 shares
    Change vs previous 13F +6,348 shares

    2.38% of the 13F portfolio, value $8,086,898.

    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 153,409 shares
    Change vs previous 13F +4,608 shares

    2.71% of the 13F portfolio, value $7,759,441.

    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 148,801 shares
    Change vs previous 13F +5,106 shares

    2.74% of the 13F portfolio, value $7,565,033.

    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 143,695 shares
    Change vs previous 13F +8,383 shares

    2.79% of the 13F portfolio, value $7,327,006.

    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 135,312 shares
    Change vs previous 13F +6,073 shares

    3.06% of the 13F portfolio, value $6,876,533.

    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 129,239 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $6,545,955.

    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).