Holcombe Financial, Inc.: AVUV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holcombe Financial, Inc. on AVUV, newest first. How the timeline and the estimate are built.
Holcombe Financial, Inc. held 30,396 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 30,396 sharesChange vs previous 13F +1,225 shares
2.14% of the 13F portfolio, value $3,792,263.
13F-HR 0002056177-26-000003 filed by Holcombe Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,171 sharesChange vs previous 13F +6,222 shares
1.89% of the 13F portfolio, value $3,222,554.
13F-HR 0002056177-26-000002 filed by Holcombe Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,949 sharesChange vs previous 13F -4,514 shares
1.47% of the 13F portfolio, value $2,340,311.
13F-HR 0002056177-26-000001 filed by Holcombe Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,463 sharesChange vs previous 13F +947 shares
1.91% of the 13F portfolio, value $2,733,437.
13F-HR 0002056177-25-000006 filed by Holcombe Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,516 sharesChange vs previous 13F -2,603 shares
1.82% of the 13F portfolio, value $2,415,642.
13F-HR 0002056177-25-000004 filed by Holcombe Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,119 sharesChange vs previous 13F +1,600 shares
2.11% of the 13F portfolio, value $2,538,330.
13F-HR 0002056177-25-000003 filed by Holcombe Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,519 sharesChange vs previous 13F not available
2.19% of the 13F portfolio, value $2,656,405.
13F-HR 0002056177-25-000002 filed by Holcombe Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).