Skip to content
Disclosery

BCR Wealth Strategies, LLC: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCR Wealth Strategies, LLC on AVUS, newest first. How the timeline and the estimate are built.

BCR Wealth Strategies, LLC held 689,260 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 689,260 shares
    Change vs previous 13F -9,737 shares

    24.8% of the 13F portfolio, value $88,280,000.

    13F-HR 0001908380-26-000003 filed by BCR Wealth Strategies, 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 698,997 shares
    Change vs previous 13F +18,115 shares

    24.36% of the 13F portfolio, value $77,714,000.

    13F-HR 0001908380-26-000002 filed by BCR Wealth Strategies, 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 680,882 shares
    Change vs previous 13F -616 shares

    25.24% of the 13F portfolio, value $76,109,000.

    13F-HR 0001908380-26-000001 filed by BCR Wealth Strategies, 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 681,498 shares
    Change vs previous 13F +11,974 shares

    26.05% of the 13F portfolio, value $74,078,000.

    13F-HR 0001908380-25-000011 filed by BCR Wealth Strategies, 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 669,524 shares
    Change vs previous 13F +20,695 shares

    26.13% of the 13F portfolio, value $67,501,000.

    13F-HR 0001907157-25-000023 filed by BCR Wealth Strategies, 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 648,829 shares
    Change vs previous 13F +3,298 shares

    26.32% of the 13F portfolio, value $59,938,000.

    13F-HR 0001842974-25-000003 filed by BCR Wealth Strategies, 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 645,531 shares
    Change vs previous 13F -7,100 shares

    29.27% of the 13F portfolio, value $62,571,000.

    13F-HR 0001907157-25-000006 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 652,631 shares
    Change vs previous 13F not available

    29.31% of the 13F portfolio, value $62,097,000.

    13F-HR 0001792704-24-000014 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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