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Disclosery

Bull Oak Capital, LLC: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bull Oak Capital, LLC on AVUS, newest first. How the timeline and the estimate are built.

Bull Oak Capital, LLC held 101,602 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,602 shares
    Change vs previous 13F -611 shares

    4.33% of the 13F portfolio, value $13,013,184.

    13F-HR 0001824263-26-000004 filed by Bull Oak Capital, 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 102,213 shares
    Change vs previous 13F -462 shares

    4.37% of the 13F portfolio, value $11,364,041.

    13F-HR 0001824263-26-000003 filed by Bull Oak Capital, 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 102,675 shares
    Change vs previous 13F -825 shares

    4.69% of the 13F portfolio, value $11,477,012.

    13F-HR 0001824263-26-000001 filed by Bull Oak Capital, 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 103,500 shares
    Change vs previous 13F -9,962 shares

    4.78% of the 13F portfolio, value $11,250,450.

    13F-HR 0001824263-25-000008 filed by Bull Oak Capital, 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 113,462 shares
    Change vs previous 13F -137,092 shares

    5.21% of the 13F portfolio, value $11,439,229.

    13F-HR 0001824263-25-000002 filed by Bull Oak Capital, 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 250,554 shares
    Change vs previous 13F -6,960 shares

    12.62% of the 13F portfolio, value $23,146,208.

    13F-HR 0002054264-25-000012 filed by Bull Oak Capital, 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 257,514 shares
    Change vs previous 13F -1,293 shares

    13.88% of the 13F portfolio, value $24,960,791.

    13F-HR 0001824263-25-000001 filed by Bull Oak Capital, 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 258,807 shares
    Change vs previous 13F not available

    14.14% of the 13F portfolio, value $24,625,516.

    13F-HR 0001824263-24-000005 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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