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Great Point Wealth Advisors, LLC: AVUV position timeline

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

Great Point Wealth Advisors, LLC held 225,585 AVUV 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 225,585 shares
    Change vs previous 13F +10,574 shares

    4.55% of the 13F portfolio, value $28,143,973.

    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 215,011 shares
    Change vs previous 13F +11,708 shares

    4.38% of the 13F portfolio, value $23,752,275.

    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 203,303 shares
    Change vs previous 13F +853 shares

    3.78% of the 13F portfolio, value $20,732,868.

    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 202,450 shares
    Change vs previous 13F +5,276 shares

    3.79% of the 13F portfolio, value $20,149,880.

    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 197,174 shares
    Change vs previous 13F +5,976 shares

    3.72% of the 13F portfolio, value $17,187,624.

    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 191,198 shares
    Change vs previous 13F +4,234 shares

    4.03% of the 13F portfolio, value $18,456,382.

    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 186,964 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $17,939,235.

    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).