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Disclosery

HB Wealth Management, LLC: AVUV position timeline

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

HB Wealth Management, LLC held 363,036 AVUV 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 363,036 shares
    Change vs previous 13F +1,627 shares

    0.25% of the 13F portfolio, value $45,292,441.

    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 361,409 shares
    Change vs previous 13F -4,077 shares

    0.26% of the 13F portfolio, value $39,924,915.

    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 365,486 shares
    Change vs previous 13F -9,390 shares

    0.24% of the 13F portfolio, value $37,272,288.

    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 374,876 shares
    Change vs previous 13F -230,569 shares

    0.25% of the 13F portfolio, value $37,311,409.

    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 605,445 shares
    Change vs previous 13F -146,358 shares

    0.44% of the 13F portfolio, value $55,156,113.

    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 751,803 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $65,534,691.

    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).