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First Citizens Asset Management, Inc.: AVUV position timeline

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

First Citizens Asset Management, Inc. held 15,663 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,663 shares
    Change vs previous 13F +279 shares

    0.62% of the 13F portfolio, value $1,954,163.

    13F-HR 0001964116-26-000017 filed by First Citizens Asset Management, 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 15,384 shares
    Change vs previous 13F +336 shares

    0.6% of the 13F portfolio, value $1,699,464.

    13F-HR 0001964116-26-000002 filed by First Citizens Asset Management, 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 15,048 shares
    Change vs previous 13F +104 shares

    0.54% of the 13F portfolio, value $1,534,558.

    13F-HR 0001964116-26-000001 filed by First Citizens Asset Management, 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/A 14,944 shares
    Change vs previous 13F -1,101 shares

    0.53% of the 13F portfolio, value $1,487,396.

    13F-HR/A 0001964116-26-000014 filed by First Citizens Asset Management, 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/A 16,045 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,461,709.

    13F-HR/A 0001964116-26-000013 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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