Broadway Wealth Solutions, Inc.: AVUV position timeline

Broadway Wealth Solutions, Inc. held 31,714 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 31,714 shares

   Change vs previous 13F +749 shares

   1.85% of the 13F portfolio, value $3,956,586.

   13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 30,965 shares

   Change vs previous 13F +880 shares

   1.77% of the 13F portfolio, value $3,420,714.

   13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 30,085 shares

   Change vs previous 13F +9,575 shares

   1.64% of the 13F portfolio, value $3,068,039.

   13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 20,510 shares

   Change vs previous 13F +1,399 shares

   1.14% of the 13F portfolio, value $2,041,402.

   13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 19,111 shares

   Change vs previous 13F not available

   1.08% of the 13F portfolio, value $1,741,052.

   13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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