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Disclosery

Financial Symmetry Inc: AVUV position timeline

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

Financial Symmetry Inc held 4,694 AVUV 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 4,694 shares
    Change vs previous 13F -2 shares

    0.18% of the 13F portfolio, value $552,759.

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

  2. period ended2026-06-30
    13F 4,696 shares
    Change vs previous 13F -426 shares

    0.2% of the 13F portfolio, value $585,894.

    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 5,122 shares
    Change vs previous 13F -258 shares

    0.22% of the 13F portfolio, value $615,403.

    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 5,380 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $548,692.

    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 5,380 shares
    Change vs previous 13F +20 shares

    0.24% of the 13F portfolio, value $535,511.

    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 5,360 shares
    Change vs previous 13F +1,317 shares

    0.25% of the 13F portfolio, value $488,304.

    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 4,043 shares
    Change vs previous 13F +943 shares

    0.22% of the 13F portfolio, value $352,436.

    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 3,100 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $299,252.

    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).