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Disclosery

Dogwood Wealth Management LLC: AVUV position timeline

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

Dogwood Wealth Management LLC held 93,148 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,148 shares
    Change vs previous 13F +5,601 shares

    4.59% of the 13F portfolio, value $11,621,114.

    13F-HR 0002056922-26-000003 filed by Dogwood Wealth Management 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 87,547 shares
    Change vs previous 13F +3,230 shares

    4.2% of the 13F portfolio, value $9,671,342.

    13F-HR 0002056922-26-000002 filed by Dogwood Wealth Management 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 84,317 shares
    Change vs previous 13F +9,815 shares

    3.78% of the 13F portfolio, value $8,598,652.

    13F-HR 0002056922-26-000001 filed by Dogwood Wealth Management 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 74,502 shares
    Change vs previous 13F +5,214 shares

    3.37% of the 13F portfolio, value $7,415,210.

    13F-HR 0002056922-25-000011 filed by Dogwood Wealth Management 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 69,288 shares
    Change vs previous 13F +8,031 shares

    3.2% of the 13F portfolio, value $6,560,927.

    13F-HR 0002056922-25-000007 filed by Dogwood Wealth Management 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 61,257 shares
    Change vs previous 13F +4,022 shares

    2.81% of the 13F portfolio, value $5,339,746.

    13F-HR 0002056922-25-000006 filed by Dogwood Wealth Management 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 57,235 shares
    Change vs previous 13F +8,346 shares

    2.92% of the 13F portfolio, value $5,524,914.

    13F-HR 0002056922-25-000005 filed by Dogwood Wealth Management LLC
    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 48,889 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $4,690,930.

    13F-HR 0002056922-25-000003 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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