Skip to content
Disclosery

ENZI WEALTH: AVUV position timeline

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

ENZI WEALTH held 325,220 AVUV 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 325,220 shares
    Change vs previous 13F +14,072 shares

    12.78% of the 13F portfolio, value $40,353,262.

    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 311,148 shares
    Change vs previous 13F +20,462 shares

    11.93% of the 13F portfolio, value $34,372,504.

    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 290,686 shares
    Change vs previous 13F +234,916 shares

    11.03% of the 13F portfolio, value $31,272,002.

    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 55,770 shares
    Change vs previous 13F +638 shares

    1.9% of the 13F portfolio, value $5,414,718.

    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 55,132 shares
    Change vs previous 13F +655 shares

    1.92% of the 13F portfolio, value $5,230,906.

    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 54,477 shares
    Change vs previous 13F +3,977 shares

    1.83% of the 13F portfolio, value $4,522,176.

    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 50,500 shares
    Change vs previous 13F +2,011 shares

    1.92% of the 13F portfolio, value $5,041,904.

    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 48,489 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $4,717,511.

    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).