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Ironwood Financial, llc: AVUV position timeline

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

Ironwood Financial, llc held 18,908 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,908 shares
    Change vs previous 13F +720 shares

    0.37% of the 13F portfolio, value $2,344,086.

    13F-HR 0001630360-26-000005 filed by Ironwood Financial, 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 18,188 shares
    Change vs previous 13F +773 shares

    0.35% of the 13F portfolio, value $2,009,215.

    13F-HR 0001630360-26-000003 filed by Ironwood Financial, 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 17,415 shares
    Change vs previous 13F +1,357 shares

    0.32% of the 13F portfolio, value $1,861,015.

    13F-HR 0001630360-26-000001 filed by Ironwood Financial, 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 16,058 shares
    Change vs previous 13F +4,843 shares

    0.28% of the 13F portfolio, value $1,598,249.

    13F-HR 0001630360-25-000002 filed by Ironwood Financial, 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 11,215 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $977,583.

    13F-HR 0001085146-25-004092 filed by Ironwood Financial, 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 11,215 shares
    Change vs previous 13F +2,117 shares

    0.21% of the 13F portfolio, value $977,583.

    13F-HR 0001085146-25-002106 filed by Ironwood Financial, 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 9,098 shares
    Change vs previous 13F +3,072 shares

    0.18% of the 13F portfolio, value $878,264.

    13F-HR 0001085146-25-000261 filed by Ironwood Financial, 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 6,026 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $578,200.

    13F-HR 0001085146-24-004963 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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