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DEFINE FINANCIAL, LLC: AVUV position timeline

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

DEFINE FINANCIAL, LLC held 263,037 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,037 shares
    Change vs previous 13F +14,133 shares

    15.07% of the 13F portfolio, value $32,816,471.

    13F-HR 0001754960-26-000479 filed by DEFINE FINANCIAL, 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 248,904 shares
    Change vs previous 13F +1,227 shares

    14.92% of the 13F portfolio, value $27,496,435.

    13F-HR 0001754960-26-000258 filed by DEFINE FINANCIAL, 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 247,677 shares
    Change vs previous 13F +8,854 shares

    14.32% of the 13F portfolio, value $25,258,124.

    13F-HR 0001754960-26-000035 filed by DEFINE FINANCIAL, 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 238,823 shares
    Change vs previous 13F +4,877 shares

    14.26% of the 13F portfolio, value $23,770,064.

    13F-HR 0001754960-25-000674 filed by DEFINE FINANCIAL, 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 233,946 shares
    Change vs previous 13F +10,251 shares

    14.04% of the 13F portfolio, value $21,312,472.

    13F-HR 0001754960-25-000382 filed by DEFINE FINANCIAL, 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 223,695 shares
    Change vs previous 13F +18,890 shares

    13.46% of the 13F portfolio, value $17,667,430.

    13F-HR 0001754960-25-000197 filed by DEFINE FINANCIAL, 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 204,805 shares
    Change vs previous 13F not available

    14.92% of the 13F portfolio, value $19,769,822.

    13F-HR 0001754960-25-000021 filed by DEFINE FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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