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Disclosery

Intelligent Financial Strategies: AVUV position timeline

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

Intelligent Financial Strategies held 2,241 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,241 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $279,555.

    13F-HR 0001911000-26-000004 filed by Intelligent Financial Strategies
    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 2,239 shares
    Change vs previous 13F -4,144 shares

    0.13% of the 13F portfolio, value $247,333.

    13F-HR 0001911000-26-000002 filed by Intelligent Financial Strategies
    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 6,383 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $650,985.

    13F-HR 0001911000-26-000001 filed by Intelligent Financial Strategies
    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 6,383 shares
    Change vs previous 13F +1 shares

    0.31% of the 13F portfolio, value $635,282.

    13F-HR 0001911000-25-000008 filed by Intelligent Financial Strategies
    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 6,382 shares
    Change vs previous 13F +1 shares

    0.31% of the 13F portfolio, value $581,403.

    13F-HR 0001911000-25-000007 filed by Intelligent Financial Strategies
    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 6,381 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $556,249.

    13F-HR 0001911000-25-000005 filed by Intelligent Financial Strategies
    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 6,381 shares
    Change vs previous 13F +1 shares

    0.34% of the 13F portfolio, value $615,914.

    13F-HR 0001911000-25-000001 filed by Intelligent Financial Strategies
    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 6,380 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $612,140.

    13F-HR 0001911000-24-000005 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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