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Disclosery

Flywheel Private Wealth LLC: AVUV position timeline

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

Flywheel Private Wealth LLC held 38,944 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,944 shares
    Change vs previous 13F +1,589 shares

    2.39% of the 13F portfolio, value $4,858,677.

    13F-HR 0001725547-26-000242 filed by Flywheel Private Wealth 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 37,355 shares
    Change vs previous 13F +61 shares

    2.35% of the 13F portfolio, value $4,126,659.

    13F-HR 0001725547-26-000136 filed by Flywheel Private Wealth 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 37,294 shares
    Change vs previous 13F -596 shares

    2.37% of the 13F portfolio, value $3,803,234.

    13F-HR 0001725547-26-000020 filed by Flywheel Private Wealth 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 37,890 shares
    Change vs previous 13F +1,176 shares

    2.95% of the 13F portfolio, value $3,771,213.

    13F-HR 0001725547-25-004114 filed by Flywheel Private Wealth 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 36,714 shares
    Change vs previous 13F -11,507 shares

    2.68% of the 13F portfolio, value $3,344,658.

    13F-HR 0001725547-25-003450 filed by Flywheel Private Wealth 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 48,221 shares
    Change vs previous 13F +6,323 shares

    3.83% of the 13F portfolio, value $4,203,465.

    13F-HR 0001725547-25-001412 filed by Flywheel Private Wealth 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 41,898 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $4,044,374.

    13F-HR 0001725547-25-000090 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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