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CORRECT CAPITAL WEALTH MANAGEMENT: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CORRECT CAPITAL WEALTH MANAGEMENT on AVUV, newest first. How the timeline and the estimate are built.

CORRECT CAPITAL WEALTH MANAGEMENT held 209,010 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,010 shares
    Change vs previous 13F -8,049 shares

    4.5% of the 13F portfolio, value $26,076,066.

    13F-HR 0001844835-26-000003 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 217,059 shares
    Change vs previous 13F -4,026 shares

    4.48% of the 13F portfolio, value $23,978,469.

    13F-HR 0001844835-26-000002 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    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 221,085 shares
    Change vs previous 13F +3,250 shares

    4.25% of the 13F portfolio, value $22,546,243.

    13F-HR 0001844835-26-000001 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 217,835 shares
    Change vs previous 13F +5,034 shares

    3.99% of the 13F portfolio, value $21,681,089.

    13F-HR 0001844835-25-000007 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 212,801 shares
    Change vs previous 13F -179,846 shares

    3.77% of the 13F portfolio, value $19,386,140.

    13F-HR 0001844835-25-000005 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 392,647 shares
    Change vs previous 13F +788 shares

    6.79% of the 13F portfolio, value $34,227,027.

    13F-HR 0001844835-25-000004 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 391,859 shares
    Change vs previous 13F -2,143 shares

    7.53% of the 13F portfolio, value $37,826,105.

    13F-HR 0001844835-25-000003 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 394,002 shares
    Change vs previous 13F not available

    8.37% of the 13F portfolio, value $37,804,448.

    13F-HR 0001844835-25-000002 filed by CORRECT CAPITAL WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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