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Disclosery

Falcon Wealth Planning: AVUV position timeline

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

Falcon Wealth Planning held 270,692 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 270,692 shares
    Change vs previous 13F +10,643 shares

    2.14% of the 13F portfolio, value $33,771,574.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 260,049 shares
    Change vs previous 13F +8,098 shares

    1.96% of the 13F portfolio, value $28,727,613.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 251,951 shares
    Change vs previous 13F +6,756 shares

    2.16% of the 13F portfolio, value $25,693,954.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 245,195 shares
    Change vs previous 13F +8,773 shares

    2.19% of the 13F portfolio, value $24,404,272.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 236,422 shares
    Change vs previous 13F +3,797 shares

    2.18% of the 13F portfolio, value $21,538,064.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 232,625 shares
    Change vs previous 13F -107,483 shares

    2.25% of the 13F portfolio, value $20,277,960.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 340,108 shares
    Change vs previous 13F +14,102 shares

    3.66% of the 13F portfolio, value $32,830,666.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 326,006 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $31,280,283.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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