Skip to content

Drake & Associates, LLC: AVUV position timeline

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

Drake & Associates, LLC held 214,617 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 214,617 shares
    Change vs previous 13F +12,142 shares

    4.51% of the 13F portfolio, value $26,775,621.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, 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 202,475 shares
    Change vs previous 13F +22,650 shares

    4.26% of the 13F portfolio, value $22,367,367.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, 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 179,825 shares
    Change vs previous 13F +17,195 shares

    3.65% of the 13F portfolio, value $18,338,548.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 162,630 shares
    Change vs previous 13F +21,038 shares

    3.33% of the 13F portfolio, value $15,906,816.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, 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 141,592 shares
    Change vs previous 13F +12,604 shares

    3.16% of the 13F portfolio, value $12,898,998.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, 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 128,988 shares
    Change vs previous 13F +4,288 shares

    3.16% of the 13F portfolio, value $11,243,895.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, 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 124,700 shares
    Change vs previous 13F +6,685 shares

    3.45% of the 13F portfolio, value $12,117,073.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, 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 118,015 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $11,323,518.

    13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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