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Disclosery

EnRich Financial Partners LLC: AVUQ position timeline

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

EnRich Financial Partners LLC held 103,685 AVUQ 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 103,685 shares
    Change vs previous 13F +61,104 shares

    1.63% of the 13F portfolio, value $6,843,220.

    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 42,581 shares
    Change vs previous 13F +35,984 shares

    0.64% of the 13F portfolio, value $2,415,995.

    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 6,597 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $396,938.

    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).