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Disclosery

BWM Planning, LLC: AVUV position timeline

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

BWM Planning, LLC held 362,254 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 362,254 shares
    Change vs previous 13F +11,925 shares

    10.48% of the 13F portfolio, value $45,194,814.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 350,329 shares
    Change vs previous 13F +8,326 shares

    10.21% of the 13F portfolio, value $38,700,794.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 342,003 shares
    Change vs previous 13F +34,241 shares

    9.32% of the 13F portfolio, value $34,877,429.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 307,762 shares
    Change vs previous 13F +10,330 shares

    9.12% of the 13F portfolio, value $30,631,554.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 297,432 shares
    Change vs previous 13F +200,510 shares

    9.34% of the 13F portfolio, value $27,096,098.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 96,922 shares
    Change vs previous 13F +14,142 shares

    3.58% of the 13F portfolio, value $8,448,699.

    13F-HR 0001085146-25-003157 filed by BWM Planning, 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 82,780 shares
    Change vs previous 13F +9,194 shares

    3.48% of the 13F portfolio, value $7,990,781.

    13F-HR 0001085146-25-000408 filed by BWM Planning, 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 73,586 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $7,060,588.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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