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Cornerstone Wealth Partners, LLC: AVUV position timeline

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

Cornerstone Wealth Partners, LLC held 508,262 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 508,262 shares
    Change vs previous 13F +40,381 shares

    29.47% of the 13F portfolio, value $63,410,810.

    13F-HR 0001999371-26-016800 filed by Cornerstone Wealth Partners, LLC
    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 467,881 shares
    Change vs previous 13F +61,671 shares

    29.32% of the 13F portfolio, value $51,686,780.

    13F-HR 0001999371-26-010548 filed by Cornerstone Wealth Partners, LLC
    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 406,210 shares
    Change vs previous 13F not available

    28.75% of the 13F portfolio, value $41,425,939.

    13F-HR 0001999371-26-003372 filed by Cornerstone Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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