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CAPTRUST FINANCIAL ADVISORS: AVUV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 30,550 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 30,550 shares
    Change vs previous 13F -3,242 shares

    0.01% of the 13F portfolio, value $3,811,387.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 33,792 shares
    Change vs previous 13F +3,382 shares

    0.01% of the 13F portfolio, value $3,732,963.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 30,410 shares
    Change vs previous 13F -9,334 shares

    0.01% of the 13F portfolio, value $3,101,184.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 39,744 shares
    Change vs previous 13F +12,268 shares

    0.01% of the 13F portfolio, value $3,955,714.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 27,476 shares
    Change vs previous 13F +1,540 shares

    0.01% of the 13F portfolio, value $2,503,086.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 25,936 shares
    Change vs previous 13F +614 shares

    0.01% of the 13F portfolio, value $2,260,817.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 25,322 shares
    Change vs previous 13F +971 shares

    0.01% of the 13F portfolio, value $2,444,337.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 24,351 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,336,516.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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