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Disclosery

ERn Financial, LLC: AVUV position timeline

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

ERn Financial, LLC held 61,310 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,310 shares
    Change vs previous 13F -293 shares

    1.27% of the 13F portfolio, value $7,649,001.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 61,603 shares
    Change vs previous 13F -1,288 shares

    1.28% of the 13F portfolio, value $6,805,245.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 62,891 shares
    Change vs previous 13F +251 shares

    1.21% of the 13F portfolio, value $6,413,583.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 62,640 shares
    Change vs previous 13F +1,073 shares

    1.23% of the 13F portfolio, value $6,234,512.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 61,567 shares
    Change vs previous 13F +3,746 shares

    1.18% of the 13F portfolio, value $5,608,793.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 57,821 shares
    Change vs previous 13F +1,071 shares

    0.8% of the 13F portfolio, value $5,040,236.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 56,750 shares
    Change vs previous 13F +571 shares

    0.82% of the 13F portfolio, value $5,478,102.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 56,179 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $5,390,395.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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