JIM SAULNIER & ASSOCIATES, LLC: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JIM SAULNIER & ASSOCIATES, LLC on AVUV, newest first. How the timeline and the estimate are built.

JIM SAULNIER & ASSOCIATES, LLC held 4,869 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 4,869 shares
Change vs previous 13F +2,574 shares
0.24% of the 13F portfolio, value $607,424.
13F-HR 0002044420-26-000003 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,295 shares
Change vs previous 13F +6 shares
0.12% of the 13F portfolio, value $253,573.
13F-HR 0002044420-26-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,289 shares
Change vs previous 13F +8 shares
0.12% of the 13F portfolio, value $233,472.
13F-HR 0002044420-26-000001 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,281 shares
Change vs previous 13F +10 shares
0.13% of the 13F portfolio, value $227,035.
13F-HR 0002044420-25-000005 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,271 shares
Change vs previous 13F +2,271 shares
0.14% of the 13F portfolio, value $206,857.
13F-HR 0002044420-25-000001 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -2,251 shares
13F-HR 0001843867-25-000006 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 2,251 shares
Change vs previous 13F +10 shares
0.19% of the 13F portfolio, value $217,306.
13F-HR 0001843867-25-000003 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,241 shares
Change vs previous 13F not available
0.21% of the 13F portfolio, value $215,033.
13F-HR 0002044420-24-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).