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Disclosery

Financial Symmetry Inc: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Symmetry Inc on AVUS, newest first. How the timeline and the estimate are built.

Financial Symmetry Inc held 82,060 AVUS shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 82,060 shares
    Change vs previous 13F -283 shares

    3.36% of the 13F portfolio, value $10,511,059.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 82,343 shares
    Change vs previous 13F -92 shares

    3.52% of the 13F portfolio, value $10,546,465.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    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 82,435 shares
    Change vs previous 13F +6,657 shares

    3.58% of the 13F portfolio, value $10,064,532.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 75,778 shares
    Change vs previous 13F -714 shares

    3.45% of the 13F portfolio, value $8,470,494.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 76,492 shares
    Change vs previous 13F -726 shares

    3.73% of the 13F portfolio, value $8,314,691.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 77,218 shares
    Change vs previous 13F +24,791 shares

    4.02% of the 13F portfolio, value $7,785,142.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    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 52,427 shares
    Change vs previous 13F -535 shares

    2.98% of the 13F portfolio, value $4,843,222.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    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 52,962 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $5,133,641.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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