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ENTREWEALTH, LLC: AVUV position timeline

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

ENTREWEALTH, LLC held 14,065 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,065 shares
    Change vs previous 13F +2,153 shares

    0.66% of the 13F portfolio, value $1,778,105.

    13F-HR 0001941040-26-000601 filed by ENTREWEALTH, 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 11,912 shares
    Change vs previous 13F +863 shares

    0.59% of the 13F portfolio, value $1,315,905.

    13F-HR 0001941040-26-000368 filed by ENTREWEALTH, 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 11,049 shares
    Change vs previous 13F +1,089 shares

    0.57% of the 13F portfolio, value $1,272,704.

    13F-HR 0001941040-26-000157 filed by ENTREWEALTH, 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 9,960 shares
    Change vs previous 13F +1,207 shares

    0.51% of the 13F portfolio, value $991,363.

    13F-HR 0001941040-25-000638 filed by ENTREWEALTH, 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 8,753 shares
    Change vs previous 13F +2,292 shares

    0.55% of the 13F portfolio, value $797,398.

    13F-HR 0001941040-25-000427 filed by ENTREWEALTH, 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 6,461 shares
    Change vs previous 13F +1,351 shares

    0.43% of the 13F portfolio, value $563,221.

    13F-HR 0001941040-25-000308 filed by ENTREWEALTH, 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 5,110 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $484,939.

    13F-HR 0001941040-25-000103 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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