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Factor Wealth Management LTD: AVUV position timeline

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

Factor Wealth Management LTD held 18,671 AVUV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,671 shares
    Change vs previous 13F +1,233 shares

    0.34% of the 13F portfolio, value $2,198,830.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,438 shares
    Change vs previous 13F -1,589 shares

    0.33% of the 13F portfolio, value $2,175,587.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,027 shares
    Change vs previous 13F -4,319 shares

    0.4% of the 13F portfolio, value $2,101,944.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,346 shares
    Change vs previous 13F +5,207 shares

    0.51% of the 13F portfolio, value $2,380,865.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,139 shares
    Change vs previous 13F +980 shares

    0.45% of the 13F portfolio, value $1,805,403.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,159 shares
    Change vs previous 13F +942 shares

    0.43% of the 13F portfolio, value $1,563,179.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,217 shares
    Change vs previous 13F +386 shares

    0.43% of the 13F portfolio, value $1,413,666.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 15,831 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,528,143.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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