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Disclosery

Evensky & Katz LLC: AVUV position timeline

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

Evensky & Katz LLC held 1,160,062 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,160,062 shares
    Change vs previous 13F -40,839 shares

    7.47% of the 13F portfolio, value $144,729,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 1,200,901 shares
    Change vs previous 13F -24,065 shares

    7.55% of the 13F portfolio, value $132,664,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 1,224,966 shares
    Change vs previous 13F +13,251 shares

    7.05% of the 13F portfolio, value $124,922,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 1,211,715 shares
    Change vs previous 13F -10,003 shares

    7% of the 13F portfolio, value $120,602,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 1,221,718 shares
    Change vs previous 13F +210,566 shares

    6.8% of the 13F portfolio, value $111,298,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 1,011,152 shares
    Change vs previous 13F +28,054 shares

    5.91% of the 13F portfolio, value $88,142,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 983,098 shares
    Change vs previous 13F +5,862 shares

    6.21% of the 13F portfolio, value $94,898,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 977,236 shares
    Change vs previous 13F not available

    6.11% of the 13F portfolio, value $93,766,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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