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Disclosery

ENZI WEALTH: AVMV position timeline

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

ENZI WEALTH held 715,903 AVMV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 715,903 shares
    Change vs previous 13F +38,894 shares

    18.26% of the 13F portfolio, value $57,658,822.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 677,009 shares
    Change vs previous 13F +44,123 shares

    17.44% of the 13F portfolio, value $50,220,522.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 632,886 shares
    Change vs previous 13F +492,311 shares

    16.63% of the 13F portfolio, value $47,150,011.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 140,575 shares
    Change vs previous 13F +1,900 shares

    3.33% of the 13F portfolio, value $9,456,990.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 138,675 shares
    Change vs previous 13F +1,101 shares

    3.4% of the 13F portfolio, value $9,287,046.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 137,574 shares
    Change vs previous 13F +11,573 shares

    3.3% of the 13F portfolio, value $8,148,506.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 126,001 shares
    Change vs previous 13F +15,880 shares

    3.32% of the 13F portfolio, value $8,716,751.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 110,121 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $7,239,592.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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