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Bare Financial Services, Inc: AVUV position timeline

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

Bare Financial Services, Inc held 315,023 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 315,023 shares
    Change vs previous 13F +3,526 shares

    9.02% of the 13F portfolio, value $39,302,244.

    13F-HR 0002009426-26-000005 filed by Bare Financial Services, Inc
    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 311,497 shares
    Change vs previous 13F +7,853 shares

    9.1% of the 13F portfolio, value $34,411,020.

    13F-HR 0002009426-26-000004 filed by Bare Financial Services, Inc
    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 303,644 shares
    Change vs previous 13F +8,811 shares

    8.61% of the 13F portfolio, value $30,965,577.

    13F-HR 0002009426-26-000001 filed by Bare Financial Services, Inc
    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 294,833 shares
    Change vs previous 13F +24,136 shares

    8.76% of the 13F portfolio, value $29,344,696.

    13F-HR 0002009426-25-000005 filed by Bare Financial Services, Inc
    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 270,697 shares
    Change vs previous 13F +31,835 shares

    8.32% of the 13F portfolio, value $24,660,453.

    13F-HR 0001710537-25-000005 filed by Bare Financial Services, Inc
    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 238,862 shares
    Change vs previous 13F +14,235 shares

    8% of the 13F portfolio, value $20,821,643.

    13F-HR 0002009426-25-000003 filed by Bare Financial Services, Inc
    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 224,627 shares
    Change vs previous 13F +16,453 shares

    8.72% of the 13F portfolio, value $21,683,259.

    13F-HR 0002009426-25-000001 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 208,174 shares
    Change vs previous 13F not available

    8.2% of the 13F portfolio, value $19,974,341.

    13F-HR 0002009426-24-000005 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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