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Conrad Siegel Investment Advisors, Inc.: AVUV position timeline

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

Conrad Siegel Investment Advisors, Inc. held 32,238 AVUV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,238 shares
    Change vs previous 13F -976 shares

    0.61% of the 13F portfolio, value $3,796,714.

    13F-HR 0001214659-26-012705 filed by Conrad Siegel Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,214 shares
    Change vs previous 13F -1,660 shares

    0.67% of the 13F portfolio, value $4,143,804.

    13F-HR 0001214659-26-008654 filed by Conrad Siegel Investment Advisors, Inc.
    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 34,874 shares
    Change vs previous 13F -1,518 shares

    0.7% of the 13F portfolio, value $3,852,500.

    13F-HR 0001214659-26-004602 filed by Conrad Siegel Investment Advisors, Inc.
    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 36,392 shares
    Change vs previous 13F -26 shares

    0.7% of the 13F portfolio, value $3,711,238.

    13F-HR 0001214659-26-000462 filed by Conrad Siegel Investment Advisors, Inc.
    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 36,418 shares
    Change vs previous 13F -2,782 shares

    0.76% of the 13F portfolio, value $3,624,684.

    13F-HR 0001214659-25-015005 filed by Conrad Siegel Investment Advisors, Inc.
    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 39,200 shares
    Change vs previous 13F -7,763 shares

    0.8% of the 13F portfolio, value $3,571,160.

    13F-HR 0001214659-25-010351 filed by Conrad Siegel Investment Advisors, Inc.
    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 46,963 shares
    Change vs previous 13F +683 shares

    1.05% of the 13F portfolio, value $4,093,740.

    13F-HR 0001214659-25-005605 filed by Conrad Siegel Investment Advisors, Inc.
    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 46,280 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,467,388.

    13F-HR 0001214659-25-000487 filed by Conrad Siegel Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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