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EAGLE WEALTH STRATEGIES LLC: AVUV position timeline

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

EAGLE WEALTH STRATEGIES LLC held 259,185 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 259,185 shares
    Change vs previous 13F -7,691 shares

    12.35% of the 13F portfolio, value $32,335,869.

    13F-HR 0001951757-26-000962 filed by EAGLE WEALTH STRATEGIES 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 266,876 shares
    Change vs previous 13F -4,148 shares

    12.93% of the 13F portfolio, value $29,481,776.

    13F-HR 0001951757-26-000565 filed by EAGLE WEALTH STRATEGIES 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 271,024 shares
    Change vs previous 13F -3,681 shares

    12.87% of the 13F portfolio, value $27,639,042.

    13F-HR 0001951757-26-000006 filed by EAGLE WEALTH STRATEGIES 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 274,705 shares
    Change vs previous 13F -1,558 shares

    13.6% of the 13F portfolio, value $27,341,409.

    13F-HR 0001951757-25-001331 filed by EAGLE WEALTH STRATEGIES 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 276,263 shares
    Change vs previous 13F +4,629 shares

    14.08% of the 13F portfolio, value $25,167,592.

    13F-HR 0001951757-25-000881 filed by EAGLE WEALTH STRATEGIES 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 271,634 shares
    Change vs previous 13F +4,600 shares

    14.53% of the 13F portfolio, value $23,678,300.

    13F-HR 0001951757-25-000342 filed by EAGLE WEALTH STRATEGIES 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 267,034 shares
    Change vs previous 13F -862 shares

    18.67% of the 13F portfolio, value $25,776,791.

    13F-HR 0001951757-25-000062 filed by EAGLE WEALTH STRATEGIES 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 267,896 shares
    Change vs previous 13F not available

    18.75% of the 13F portfolio, value $25,704,617.

    13F-HR 0001951757-24-000988 filed by EAGLE WEALTH STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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