Skip to content
Disclosery

Golden Bell Financial Planning LLC: AVUV position timeline

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

Golden Bell Financial Planning LLC held 68,260 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,260 shares
    Change vs previous 13F -797 shares

    6.26% of the 13F portfolio, value $8,516,082.

    13F-HR 0002044309-26-000006 filed by Golden Bell Financial Planning 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 69,057 shares
    Change vs previous 13F +1,847 shares

    6.08% of the 13F portfolio, value $7,628,695.

    13F-HR 0002044309-26-000004 filed by Golden Bell Financial Planning 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 67,210 shares
    Change vs previous 13F +4,259 shares

    5.71% of the 13F portfolio, value $6,854,076.

    13F-HR 0002044309-26-000001 filed by Golden Bell Financial Planning 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 62,951 shares
    Change vs previous 13F +1,258 shares

    5.44% of the 13F portfolio, value $6,265,513.

    13F-HR 0002044309-25-000007 filed by Golden Bell Financial Planning 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 61,693 shares
    Change vs previous 13F +1,908 shares

    5.29% of the 13F portfolio, value $5,620,232.

    13F-HR 0002044309-25-000004 filed by Golden Bell Financial Planning 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 59,785 shares
    Change vs previous 13F +3,247 shares

    5.06% of the 13F portfolio, value $5,211,458.

    13F-HR 0002044309-25-000003 filed by Golden Bell Financial Planning 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 56,538 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $5,457,613.

    13F-HR 0002044309-25-000002 filed by Golden Bell Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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