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Higgins & Schmidt Wealth Strategies LLC: AVUV position timeline

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

Higgins & Schmidt Wealth Strategies LLC held 77,482 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,482 shares
    Change vs previous 13F +62 shares

    3.99% of the 13F portfolio, value $9,666,637.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 77,420 shares
    Change vs previous 13F +2,830 shares

    3.91% of the 13F portfolio, value $8,552,606.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 74,590 shares
    Change vs previous 13F +4,088 shares

    3.6% of the 13F portfolio, value $7,606,677.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 70,502 shares
    Change vs previous 13F +2,058 shares

    3.54% of the 13F portfolio, value $7,017,076.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 68,444 shares
    Change vs previous 13F +3,929 shares

    3.45% of the 13F portfolio, value $6,235,291.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies 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 64,515 shares
    Change vs previous 13F +6,867 shares

    3.32% of the 13F portfolio, value $5,623,743.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 57,648 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $5,564,796.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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