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Disclosery

Bull Oak Capital, LLC: AVUV position timeline

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

Bull Oak Capital, LLC held 62,014 AVUV 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 62,014 shares
    Change vs previous 13F +26,056 shares

    2.58% of the 13F portfolio, value $7,736,841.

    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 35,958 shares
    Change vs previous 13F +4,110 shares

    1.53% of the 13F portfolio, value $3,972,280.

    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 31,848 shares
    Change vs previous 13F -1,549 shares

    1.33% of the 13F portfolio, value $3,247,859.

    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 33,397 shares
    Change vs previous 13F -17,183 shares

    1.41% of the 13F portfolio, value $3,324,003.

    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 50,580 shares
    Change vs previous 13F -59,540 shares

    2.1% of the 13F portfolio, value $4,607,812.

    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 110,120 shares
    Change vs previous 13F -13,714 shares

    5.23% of the 13F portfolio, value $9,599,154.

    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 123,834 shares
    Change vs previous 13F +133 shares

    6.65% of the 13F portfolio, value $11,953,727.

    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 123,701 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $11,869,154.

    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).