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Hudson Oak Wealth Advisory LLC: AVUV position timeline

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

Hudson Oak Wealth Advisory LLC held 32,134 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,134 shares
    Change vs previous 13F -1,157 shares

    3.09% of the 13F portfolio, value $4,009,038.

    13F-HR 0002088700-26-000003 filed by Hudson Oak Wealth Advisory 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 33,291 shares
    Change vs previous 13F +502 shares

    3.2% of the 13F portfolio, value $3,677,657.

    13F-HR 0002088700-26-000002 filed by Hudson Oak Wealth Advisory 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 32,789 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $3,343,822.

    13F-HR 0002088700-26-000001 filed by Hudson Oak Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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