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Avant Financial Advisors LLC: AVUV position timeline

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

Avant Financial Advisors LLC held 35,819 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,819 shares
    Change vs previous 13F +649 shares

    2.78% of the 13F portfolio, value $4,468,779.

    13F-HR 0001951757-26-000953 filed by Avant Financial Advisors 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 35,170 shares
    Change vs previous 13F +81 shares

    2.73% of the 13F portfolio, value $3,885,230.

    13F-HR 0001951757-26-000711 filed by Avant Financial Advisors 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 35,089 shares
    Change vs previous 13F +439 shares

    2.57% of the 13F portfolio, value $3,578,377.

    13F-HR 0001951757-26-000158 filed by Avant Financial Advisors 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 34,650 shares
    Change vs previous 13F +701 shares

    2.6% of the 13F portfolio, value $3,448,715.

    13F-HR 0001951757-25-001262 filed by Avant Financial Advisors 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 33,949 shares
    Change vs previous 13F +4,783 shares

    2.55% of the 13F portfolio, value $3,092,754.

    13F-HR 0001951757-25-001021 filed by Avant Financial Advisors 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 29,166 shares
    Change vs previous 13F -2,189 shares

    2.31% of the 13F portfolio, value $2,542,401.

    13F-HR 0001951757-25-000542 filed by Avant Financial Advisors 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 31,355 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $3,026,699.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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