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Disclosery

EnRich Financial Partners LLC: AVSU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EnRich Financial Partners LLC on AVSU, newest first. How the timeline and the estimate are built.

EnRich Financial Partners LLC held 8,551 AVSU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,551 shares
    Change vs previous 13F -514 shares

    0.18% of the 13F portfolio, value $756,935.

    13F-HR 0001955091-26-000004 filed by EnRich Financial Partners 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 9,065 shares
    Change vs previous 13F -147 shares

    0.18% of the 13F portfolio, value $670,130.

    13F-HR 0001955091-26-000003 filed by EnRich Financial Partners 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 9,212 shares
    Change vs previous 13F -150 shares

    0.19% of the 13F portfolio, value $702,876.

    13F-HR 0001955091-26-000001 filed by EnRich Financial Partners 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 9,362 shares
    Change vs previous 13F -86 shares

    0.2% of the 13F portfolio, value $688,741.

    13F-HR 0001955091-25-000009 filed by EnRich Financial Partners 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 9,448 shares
    Change vs previous 13F -1,344 shares

    0.2% of the 13F portfolio, value $648,133.

    13F-HR 0001955091-25-000008 filed by EnRich Financial Partners 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 10,792 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $672,989.

    13F-HR 0001955091-25-000005 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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