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Beaird Harris Wealth Management, LLC: AVUV position timeline

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

Beaird Harris Wealth Management, LLC held 749,891 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 749,891 shares
    Change vs previous 13F +1,854 shares

    5.86% of the 13F portfolio, value $93,556,348.

    13F-HR 0001908938-26-000003 filed by Beaird Harris Wealth Management, 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 748,037 shares
    Change vs previous 13F +10,711 shares

    5.62% of the 13F portfolio, value $82,635,700.

    13F-HR 0001908938-26-000002 filed by Beaird Harris 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 ended2025-12-31
    13F 737,326 shares
    Change vs previous 13F +31,730 shares

    5.18% of the 13F portfolio, value $75,192,470.

    13F-HR 0001908938-26-000001 filed by Beaird Harris 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 ended2025-09-30
    13F 705,596 shares
    Change vs previous 13F +43,669 shares

    4.98% of the 13F portfolio, value $70,228,019.

    13F-HR 0001908938-25-000007 filed by Beaird Harris 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 ended2025-06-30
    13F 661,927 shares
    Change vs previous 13F +70,547 shares

    4.67% of the 13F portfolio, value $60,301,515.

    13F-HR 0001908938-25-000004 filed by Beaird Harris 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 ended2025-03-31
    13F 591,380 shares
    Change vs previous 13F +43,924 shares

    4.38% of the 13F portfolio, value $51,550,585.

    13F-HR 0001908938-25-000002 filed by Beaird Harris 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 ended2024-12-31
    13F 547,456 shares
    Change vs previous 13F +31,864 shares

    4.56% of the 13F portfolio, value $52,845,885.

    13F-HR 0001908938-25-000001 filed by Beaird Harris 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 ended2024-09-30
    13F 515,592 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $49,471,006.

    13F-HR 0001908938-24-000005 filed by Beaird Harris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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