Skip to content
Disclosery

Brady Martz Wealth Solutions, LLC: AVUV position timeline

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

Brady Martz Wealth Solutions, LLC held 46,211 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,211 shares
    Change vs previous 13F -1,649 shares

    0.87% of the 13F portfolio, value $5,765,298.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 47,860 shares
    Change vs previous 13F -4,858 shares

    0.9% of the 13F portfolio, value $5,287,085.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 52,718 shares
    Change vs previous 13F -31,500 shares

    0.95% of the 13F portfolio, value $5,376,174.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 84,218 shares
    Change vs previous 13F -444 shares

    1.52% of the 13F portfolio, value $8,382,181.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 84,662 shares
    Change vs previous 13F -25,955 shares

    1.49% of the 13F portfolio, value $7,712,729.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 110,617 shares
    Change vs previous 13F -1,582 shares

    2.18% of the 13F portfolio, value $9,642,447.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 112,199 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $10,922,599.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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