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Disclosery

HB Wealth Management, LLC: AVSU position timeline

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

HB Wealth Management, LLC held 21,132 AVSU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,132 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $1,870,637.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 21,130 shares
    Change vs previous 13F -4,043 shares

    0.01% of the 13F portfolio, value $1,562,055.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 25,173 shares
    Change vs previous 13F +1,733 shares

    0.01% of the 13F portfolio, value $1,920,737.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 23,440 shares
    Change vs previous 13F -4,610 shares

    0.01% of the 13F portfolio, value $1,724,438.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 28,050 shares
    Change vs previous 13F +3,960 shares

    0.02% of the 13F portfolio, value $1,924,235.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 24,090 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,502,252.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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