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Disclosery

Burk Holdings LLC: AVUV position timeline

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

Burk Holdings LLC held 117,087 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,087 shares
    Change vs previous 13F +9,356 shares

    5.4% of the 13F portfolio, value $14,607,782.

    13F-HR 0002079815-26-000003 filed by Burk Holdings 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 107,731 shares
    Change vs previous 13F +3,903 shares

    5.1% of the 13F portfolio, value $11,901,088.

    13F-HR 0002079815-26-000002 filed by Burk Holdings 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 103,828 shares
    Change vs previous 13F +9,295 shares

    5.05% of the 13F portfolio, value $10,588,368.

    13F-HR 0002079815-26-000001 filed by Burk Holdings 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 94,533 shares
    Change vs previous 13F +6,415 shares

    5.02% of the 13F portfolio, value $9,408,918.

    13F-HR 0002079815-25-000004 filed by Burk Holdings 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 88,118 shares
    Change vs previous 13F +14,503 shares

    5.03% of the 13F portfolio, value $8,027,523.

    13F-HR 0002079815-25-000001 filed by Burk Holdings 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 73,615 shares
    Change vs previous 13F +5,899 shares

    4.84% of the 13F portfolio, value $6,416,985.

    13F-HR 0002079815-25-000002 filed by Burk Holdings 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 67,716 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $6,536,617.

    13F-HR 0002079815-25-000003 filed by Burk Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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