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Disclosery

Carlson Capital Management: AVUV position timeline

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

Carlson Capital Management held 781,089 AVUV shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 781,089 shares
    Change vs previous 13F +5,955 shares

    3.29% of the 13F portfolio, value $75,398,520.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 775,134 shares
    Change vs previous 13F +63,378 shares

    3.16% of the 13F portfolio, value $74,374,082.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 711,756 shares
    Change vs previous 13F +22,213 shares

    3.01% of the 13F portfolio, value $63,858,761.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 689,543 shares
    Change vs previous 13F -280,632 shares

    3.05% of the 13F portfolio, value $64,617,036.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 970,175 shares
    Change vs previous 13F +105,174 shares

    4.47% of the 13F portfolio, value $87,121,746.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 865,001 shares
    Change vs previous 13F +39,703 shares

    4% of the 13F portfolio, value $67,426,820.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 825,298 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $64,051,340.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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