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Great Point Wealth Advisors, LLC: AVUS position timeline

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

Great Point Wealth Advisors, LLC held 1,182,649 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,182,649 shares
    Change vs previous 13F +37,785 shares

    24.46% of the 13F portfolio, value $151,473,654.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth Advisors, 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 1,144,864 shares
    Change vs previous 13F +22,586 shares

    23.5% of the 13F portfolio, value $127,285,953.

    13F-HR 0001760304-26-000004 filed by Great Point Wealth Advisors, 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 1,122,278 shares
    Change vs previous 13F -3,088 shares

    22.9% of the 13F portfolio, value $125,448,282.

    13F-HR 0001760304-26-000002 filed by Great Point Wealth Advisors, 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 1,125,366 shares
    Change vs previous 13F -11,580 shares

    22.99% of the 13F portfolio, value $122,327,338.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,136,946 shares
    Change vs previous 13F +377 shares

    22.73% of the 13F portfolio, value $105,031,071.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,136,569 shares
    Change vs previous 13F +30,056 shares

    24.09% of the 13F portfolio, value $110,167,628.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,106,513 shares
    Change vs previous 13F not available

    22.49% of the 13F portfolio, value $105,284,696.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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