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Disclosery

Heron Bay Capital Management: AVUV position timeline

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

Heron Bay Capital Management held 25,444 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,444 shares
    Change vs previous 13F +16,490 shares

    0.29% of the 13F portfolio, value $3,174,393.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital Management
    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 8,954 shares
    Change vs previous 13F +6,030 shares

    0.09% of the 13F portfolio, value $989,148.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    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 2,924 shares
    Change vs previous 13F -14 shares

    0.06% of the 13F portfolio, value $298,190.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital Management
    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 2,938 shares
    Change vs previous 13F -13 shares

    0.05% of the 13F portfolio, value $292,419.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    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 2,951 shares
    Change vs previous 13F -42,446 shares

    0.05% of the 13F portfolio, value $268,836.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital Management
    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 45,397 shares
    Change vs previous 13F +15,228 shares

    0.83% of the 13F portfolio, value $3,957,256.

    13F-HR 0001951757-25-000547 filed by Heron Bay Capital Management
    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 30,169 shares
    Change vs previous 13F -576 shares

    0.61% of the 13F portfolio, value $2,912,214.

    13F-HR 0001951757-25-000235 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 30,745 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,950,003.

    13F-HR 0001951757-24-001193 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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