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Disclosery

CURIO WEALTH, LLC: AVUV position timeline

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

CURIO WEALTH, LLC held 39,290 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,290 shares
    Change vs previous 13F +1,487 shares

    1.52% of the 13F portfolio, value $4,901,762.

    13F-HR 0002049201-26-000004 filed by CURIO WEALTH, 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 37,803 shares
    Change vs previous 13F +1,793 shares

    1.43% of the 13F portfolio, value $4,176,090.

    13F-HR 0002049201-26-000002 filed by CURIO WEALTH, 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 36,010 shares
    Change vs previous 13F +3,132 shares

    1.32% of the 13F portfolio, value $3,738,587.

    13F-HR 0002049201-26-000001 filed by CURIO WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 32,878 shares
    Change vs previous 13F +1,842 shares

    1.34% of the 13F portfolio, value $3,272,319.

    13F-HR 0002049201-25-000006 filed by CURIO WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 31,036 shares
    Change vs previous 13F +30,700 shares

    1.24% of the 13F portfolio, value $2,827,343.

    13F-HR 0002049201-25-000005 filed by CURIO WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 336 shares
    Change vs previous 13F -27,734 shares

    20.01% of the 13F portfolio, value $2,736,345.

    13F-HR 0002049201-25-000004 filed by CURIO WEALTH, LLC
    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 28,070 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,709,606.

    13F-HR 0002049201-25-000001 filed by CURIO WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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