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Burton Enright Welch: AVUV position timeline

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

Burton Enright Welch held 507,991 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 507,991 shares
    Change vs previous 13F +20,390 shares

    7.44% of the 13F portfolio, value $63,376,968.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 487,601 shares
    Change vs previous 13F +14,502 shares

    7.32% of the 13F portfolio, value $53,865,293.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 473,099 shares
    Change vs previous 13F +17,862 shares

    6.79% of the 13F portfolio, value $48,246,659.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 455,237 shares
    Change vs previous 13F +23,380 shares

    6.84% of the 13F portfolio, value $45,309,787.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 431,857 shares
    Change vs previous 13F +17,506 shares

    6.82% of the 13F portfolio, value $39,342,138.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 414,351 shares
    Change vs previous 13F +11,362 shares

    7.34% of the 13F portfolio, value $36,118,977.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    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 402,989 shares
    Change vs previous 13F -20 shares

    8.17% of the 13F portfolio, value $38,900,524.

    13F-HR 0002105919-26-000015 filed by Burton Enright Welch
    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 403,009 shares
    Change vs previous 13F not available

    8.29% of the 13F portfolio, value $38,668,708.

    13F-HR 0002105919-26-000014 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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