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FAMILY WEALTH PARTNERS, LLC: AVUV position timeline

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

FAMILY WEALTH PARTNERS, LLC held 109,213 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,213 shares
    Change vs previous 13F +5,699 shares

    4.18% of the 13F portfolio, value $13,625,446.

    13F-HR 0001754960-26-000463 filed by FAMILY WEALTH PARTNERS, 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 103,514 shares
    Change vs previous 13F +13,149 shares

    3.9% of the 13F portfolio, value $11,432,715.

    13F-HR 0001754960-26-000243 filed by FAMILY WEALTH PARTNERS, 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 90,365 shares
    Change vs previous 13F -1,973 shares

    3.32% of the 13F portfolio, value $9,215,454.

    13F-HR 0001754960-26-000042 filed by FAMILY WEALTH PARTNERS, 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 92,338 shares
    Change vs previous 13F +716 shares

    3.44% of the 13F portfolio, value $9,190,422.

    13F-HR 0001754960-25-000765 filed by FAMILY WEALTH PARTNERS, 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 91,622 shares
    Change vs previous 13F +2,474 shares

    3.34% of the 13F portfolio, value $8,346,808.

    13F-HR 0001754960-25-000372 filed by FAMILY WEALTH PARTNERS, 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 89,148 shares
    Change vs previous 13F +7,044 shares

    3.55% of the 13F portfolio, value $7,771,018.

    13F-HR 0001754960-25-000212 filed by FAMILY WEALTH PARTNERS, 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 82,104 shares
    Change vs previous 13F +13,815 shares

    3.77% of the 13F portfolio, value $7,925,464.

    13F-HR 0001754960-25-000029 filed by FAMILY WEALTH PARTNERS, 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 68,289 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $6,552,303.

    13F-HR 0001754960-24-000483 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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