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Disclosery

Bison Wealth, LLC: AVUV position timeline

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

Bison Wealth, LLC held 39,244 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,244 shares
    Change vs previous 13F +1,511 shares

    0.45% of the 13F portfolio, value $4,859,172.

    13F-HR 0001493152-26-032296 filed by Bison Wealth, 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 37,733 shares
    Change vs previous 13F +404 shares

    0.43% of the 13F portfolio, value $4,445,295.

    13F-HR 0001493152-26-023586 filed by Bison Wealth, 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 37,329 shares
    Change vs previous 13F -123,098 shares

    0.45% of the 13F portfolio, value $3,959,839.

    13F-HR 0001493152-26-012336 filed by Bison Wealth, 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 160,427 shares
    Change vs previous 13F +23,979 shares

    1.47% of the 13F portfolio, value $15,932,127.

    13F-HR 0001493152-25-021659 filed by Bison Wealth, 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 136,448 shares
    Change vs previous 13F +5,181 shares

    0.99% of the 13F portfolio, value $12,470,227.

    13F-HR 0001641172-25-019676 filed by Bison Wealth, 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 131,267 shares
    Change vs previous 13F +20,684 shares

    1.07% of the 13F portfolio, value $11,396,528.

    13F-HR 0001641172-25-009192 filed by Bison Wealth, 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 110,583 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $10,674,551.

    13F-HR 0001493152-25-008165 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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