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Disclosery

BFSG, LLC: AVUV position timeline

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

BFSG, LLC held 182,054 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182,054 shares
    Change vs previous 13F -1,338 shares

    2.02% of the 13F portfolio, value $22,713,010.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 183,392 shares
    Change vs previous 13F +3,824 shares

    1.92% of the 13F portfolio, value $20,259,317.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 179,568 shares
    Change vs previous 13F +3,808 shares

    1.78% of the 13F portfolio, value $18,312,381.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 175,760 shares
    Change vs previous 13F +3,850 shares

    1.7% of the 13F portfolio, value $17,493,415.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 171,910 shares
    Change vs previous 13F +2,987 shares

    1.75% of the 13F portfolio, value $15,660,999.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 168,923 shares
    Change vs previous 13F +15,665 shares

    1.79% of the 13F portfolio, value $14,725,022.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 153,258 shares
    Change vs previous 13F +6,990 shares

    1.73% of the 13F portfolio, value $14,793,970.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 146,268 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $14,034,407.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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