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Disclosery

BSW Wealth Partners: AVUV position timeline

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

BSW Wealth Partners held 90,770 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,770 shares
    Change vs previous 13F -1,087 shares

    1.26% of the 13F portfolio, value $11,324,450.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 91,857 shares
    Change vs previous 13F +71 shares

    1.24% of the 13F portfolio, value $10,147,488.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 91,786 shares
    Change vs previous 13F -2,309 shares

    1.12% of the 13F portfolio, value $9,360,362.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 94,095 shares
    Change vs previous 13F +6,491 shares

    1.17% of the 13F portfolio, value $9,365,246.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 87,604 shares
    Change vs previous 13F +17,555 shares

    1.09% of the 13F portfolio, value $7,980,729.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 70,049 shares
    Change vs previous 13F -320 shares

    0.93% of the 13F portfolio, value $6,106,187.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 70,369 shares
    Change vs previous 13F +7,538 shares

    1% of the 13F portfolio, value $6,792,760.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 62,831 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $6,028,642.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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