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FIDUCIARY ADVISORS, INC.: AVUV position timeline

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

FIDUCIARY ADVISORS, INC. held 24,132 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,132 shares
    Change vs previous 13F +1,360 shares

    2.03% of the 13F portfolio, value $3,010,655.

    13F-HR 0002047030-26-000003 filed by FIDUCIARY ADVISORS, INC.
    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 22,772 shares
    Change vs previous 13F +1,987 shares

    1.89% of the 13F portfolio, value $2,515,578.

    13F-HR 0002047030-26-000002 filed by FIDUCIARY ADVISORS, INC.
    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 20,785 shares
    Change vs previous 13F +2,166 shares

    1.61% of the 13F portfolio, value $2,119,670.

    13F-HR 0002047030-26-000001 filed by FIDUCIARY ADVISORS, INC.
    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 18,619 shares
    Change vs previous 13F +3,547 shares

    1.5% of the 13F portfolio, value $1,853,192.

    13F-HR 0002047030-25-000010 filed by FIDUCIARY ADVISORS, INC.
    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 15,072 shares
    Change vs previous 13F +1,607 shares

    1.21% of the 13F portfolio, value $1,373,043.

    13F-HR 0002047030-25-000007 filed by FIDUCIARY ADVISORS, INC.
    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 13,465 shares
    Change vs previous 13F +1,215 shares

    1.16% of the 13F portfolio, value $1,173,766.

    13F-HR 0002047030-25-000004 filed by FIDUCIARY ADVISORS, INC.
    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 12,250 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,182,481.

    13F-HR 0002047030-25-000002 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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