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Elwood & Goetz Wealth Advisory Group, LLC: AVSC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elwood & Goetz Wealth Advisory Group, LLC on AVSC, newest first. How the timeline and the estimate are built.

Elwood & Goetz Wealth Advisory Group, LLC held 687,210 AVSC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 687,210 shares
    Change vs previous 13F +2,997 shares

    7.46% of the 13F portfolio, value $50,399,954.

    13F-HR 0001752758-26-000006 filed by Elwood & Goetz Wealth Advisory Group, 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 684,213 shares
    Change vs previous 13F +47,544 shares

    7.24% of the 13F portfolio, value $42,626,483.

    13F-HR 0001752758-26-000003 filed by Elwood & Goetz Wealth Advisory Group, 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 636,669 shares
    Change vs previous 13F +44,193 shares

    6.58% of the 13F portfolio, value $37,397,917.

    13F-HR 0001752758-26-000001 filed by Elwood & Goetz Wealth Advisory Group, 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 592,476 shares
    Change vs previous 13F +31,488 shares

    6.51% of the 13F portfolio, value $33,919,251.

    13F-HR 0001752758-25-000003 filed by Elwood & Goetz Wealth Advisory Group, 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 560,988 shares
    Change vs previous 13F +5,508 shares

    6.25% of the 13F portfolio, value $28,930,156.

    13F-HR 0001085146-25-003958 filed by Elwood & Goetz Wealth Advisory Group, 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 555,480 shares
    Change vs previous 13F -8,526 shares

    6.57% of the 13F portfolio, value $26,885,233.

    13F-HR 0001085146-25-002242 filed by Elwood & Goetz Wealth Advisory Group, 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 564,006 shares
    Change vs previous 13F +24,005 shares

    7.48% of the 13F portfolio, value $30,659,384.

    13F-HR 0001085146-25-000728 filed by Elwood & Goetz Wealth Advisory Group, 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 540,001 shares
    Change vs previous 13F not available

    7.22% of the 13F portfolio, value $29,170,864.

    13F-HR 0001085146-24-005099 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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