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Disclosery

EnRich Financial Partners LLC: AVUV position timeline

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

EnRich Financial Partners LLC held 61,876 AVUV 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 61,876 shares
    Change vs previous 13F +6,414 shares

    1.83% of the 13F portfolio, value $7,719,675.

    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 55,462 shares
    Change vs previous 13F +7,948 shares

    1.62% of the 13F portfolio, value $6,126,909.

    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 47,514 shares
    Change vs previous 13F +7,625 shares

    1.32% of the 13F portfolio, value $4,845,498.

    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 39,889 shares
    Change vs previous 13F +2,782 shares

    1.13% of the 13F portfolio, value $3,970,172.

    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 37,107 shares
    Change vs previous 13F +9,233 shares

    1.04% of the 13F portfolio, value $3,380,466.

    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 27,874 shares
    Change vs previous 13F +5,295 shares

    0.82% of the 13F portfolio, value $2,429,794.

    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).

  7. period ended2024-12-31
    13F 22,579 shares
    Change vs previous 13F +6,494 shares

    0.73% of the 13F portfolio, value $2,179,622.

    13F-HR 0001955091-25-000004 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).

  8. period ended2024-09-30
    13F 16,085 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,543,372.

    13F-HR 0000905729-24-000167 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).