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Bridgewealth Advisory Group, LLC: AVUV position timeline

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

Bridgewealth Advisory Group, LLC held 89,988 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,988 shares
    Change vs previous 13F +7,401 shares

    2.12% of the 13F portfolio, value $11,226,844.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 82,587 shares
    Change vs previous 13F +6,654 shares

    1.89% of the 13F portfolio, value $9,123,445.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 75,933 shares
    Change vs previous 13F +10,860 shares

    1.71% of the 13F portfolio, value $7,743,638.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 65,073 shares
    Change vs previous 13F +3,951 shares

    1.5% of the 13F portfolio, value $6,476,749.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 61,122 shares
    Change vs previous 13F +34,807 shares

    1.41% of the 13F portfolio, value $5,568,227.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 26,315 shares
    Change vs previous 13F -8,331 shares

    3.02% of the 13F portfolio, value $2,293,890.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, 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 34,646 shares
    Change vs previous 13F +15,161 shares

    0.95% of the 13F portfolio, value $3,368,991.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory Group, 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 19,485 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,869,573.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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