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Highland Financial Advisors, LLC: AVUS position timeline

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

Highland Financial Advisors, LLC held 331,484 AVUS 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 331,484 shares
    Change vs previous 13F -3,709 shares

    9.34% of the 13F portfolio, value $42,456,432.

    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 335,193 shares
    Change vs previous 13F +25,137 shares

    9.84% of the 13F portfolio, value $37,266,798.

    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 310,056 shares
    Change vs previous 13F +3,183 shares

    9.61% of the 13F portfolio, value $34,658,013.

    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 306,873 shares
    Change vs previous 13F +10,921 shares

    9.56% of the 13F portfolio, value $33,357,042.

    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 295,952 shares
    Change vs previous 13F +11,461 shares

    9.58% of the 13F portfolio, value $29,837,898.

    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 284,491 shares
    Change vs previous 13F +11,051 shares

    9.4% of the 13F portfolio, value $26,281,301.

    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 273,440 shares
    Change vs previous 13F +8,514 shares

    9.18% of the 13F portfolio, value $26,504,000.

    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 264,926 shares
    Change vs previous 13F not available

    8.96% of the 13F portfolio, value $25,208,000.

    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).