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COLLECTIVE FAMILY OFFICE LLC: AVUV position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 129,664 AVUV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 129,664 shares
    Change vs previous 13F +445 shares

    3.15% of the 13F portfolio, value $15,270,500.

    13F-HR 0001845066-26-000006 filed by COLLECTIVE FAMILY OFFICE LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 129,219 shares
    Change vs previous 13F +2,473 shares

    3.3% of the 13F portfolio, value $16,121,362.

    13F-HR 0001845066-26-000004 filed by COLLECTIVE FAMILY OFFICE 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 126,746 shares
    Change vs previous 13F +3,278 shares

    3.15% of the 13F portfolio, value $14,001,631.

    13F-HR 0001845066-26-000003 filed by COLLECTIVE FAMILY OFFICE 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 123,468 shares
    Change vs previous 13F +1,341 shares

    2.89% of the 13F portfolio, value $12,591,267.

    13F-HR 0001845066-26-000001 filed by COLLECTIVE FAMILY OFFICE 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 122,127 shares
    Change vs previous 13F +4,473 shares

    2.92% of the 13F portfolio, value $12,155,300.

    13F-HR 0001845066-25-000009 filed by COLLECTIVE FAMILY OFFICE 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 117,654 shares
    Change vs previous 13F -25,295 shares

    2.75% of the 13F portfolio, value $10,718,279.

    13F-HR 0001845066-25-000007 filed by COLLECTIVE FAMILY OFFICE 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 142,949 shares
    Change vs previous 13F -6,252 shares

    3.37% of the 13F portfolio, value $12,460,899.

    13F-HR 0001845066-25-000005 filed by COLLECTIVE FAMILY OFFICE 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 149,201 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $14,402,390.

    13F-HR 0001845066-25-000002 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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