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Disclosery

CGC Financial Services, LLC: AVUV position timeline

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

CGC Financial Services, LLC held 13,475 AVUV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,475 shares
    Change vs previous 13F +565 shares

    0.35% of the 13F portfolio, value $1,586,986.

    13F-HR 0001992785-26-000006 filed by CGC Financial Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,910 shares
    Change vs previous 13F +2,108 shares

    0.36% of the 13F portfolio, value $1,610,689.

    13F-HR 0001992785-26-000004 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,802 shares
    Change vs previous 13F -5,876 shares

    0.34% of the 13F portfolio, value $1,193,330.

    13F-HR 0001992785-26-000003 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,678 shares
    Change vs previous 13F +132 shares

    0.46% of the 13F portfolio, value $1,700,853.

    13F-HR 0001992785-26-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,546 shares
    Change vs previous 13F -153,951 shares

    0.45% of the 13F portfolio, value $1,646,853.

    13F-HR 0001992785-25-000007 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 170,497 shares
    Change vs previous 13F +7,136 shares

    5.25% of the 13F portfolio, value $15,532,243.

    13F-HR 0001992785-25-000004 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 163,361 shares
    Change vs previous 13F +2,514 shares

    5.63% of the 13F portfolio, value $14,240,181.

    13F-HR 0001992785-25-000003 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 160,847 shares
    Change vs previous 13F not available

    6.19% of the 13F portfolio, value $15,526,525.

    13F-HR 0001992785-25-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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