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Capital Planning Advisors, LLC: AVUV position timeline

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

Capital Planning Advisors, LLC held 97,387 AVUV shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 97,387 shares
    Change vs previous 13F +8,622 shares

    1.56% of the 13F portfolio, value $10,758,342.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 88,765 shares
    Change vs previous 13F +841 shares

    1.21% of the 13F portfolio, value $9,052,255.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 87,924 shares
    Change vs previous 13F +906 shares

    1.2% of the 13F portfolio, value $8,751,076.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 87,018 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $7,927,340.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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