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Highland Financial Advisors, LLC: AVSU position timeline

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

Highland Financial Advisors, LLC held 175,042 AVSU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,042 shares
    Change vs previous 13F +24,004 shares

    3.41% of the 13F portfolio, value $15,494,718.

    13F-HR 0002063364-26-000184 filed by Highland Financial 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 151,038 shares
    Change vs previous 13F +14,292 shares

    2.95% of the 13F portfolio, value $11,165,484.

    13F-HR 0002063364-26-000113 filed by Highland Financial 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 136,746 shares
    Change vs previous 13F +1,302 shares

    2.89% of the 13F portfolio, value $10,433,720.

    13F-HR 0002063364-26-000024 filed by Highland Financial 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 135,444 shares
    Change vs previous 13F +18,012 shares

    2.86% of the 13F portfolio, value $9,964,304.

    13F-HR 0002063364-25-000254 filed by Highland Financial 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 ended2025-06-30
    13F 117,432 shares
    Change vs previous 13F +15,997 shares

    2.59% of the 13F portfolio, value $8,055,835.

    13F-HR 0002063364-25-000133 filed by Highland Financial 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 ended2025-03-31
    13F 101,435 shares
    Change vs previous 13F +1,396 shares

    2.26% of the 13F portfolio, value $6,325,487.

    13F-HR 0002063364-25-000011 filed by Highland Financial 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 ended2024-12-31
    13F 100,039 shares
    Change vs previous 13F +3,908 shares

    2.29% of the 13F portfolio, value $6,615,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial Advisors, LLC
    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 96,131 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $6,277,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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