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Disclosery

JP Wealth Management, Inc.: AVUV position timeline

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

JP Wealth Management, Inc. held 82,062 AVUV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 82,062 shares
    Change vs previous 13F -60 shares

    6.12% of the 13F portfolio, value $9,664,442.

    13F-HR 0001967622-26-000005 filed by JP Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 82,122 shares
    Change vs previous 13F +1,004 shares

    6.45% of the 13F portfolio, value $10,245,541.

    13F-HR 0001967622-26-000003 filed by JP Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 81,118 shares
    Change vs previous 13F not available

    6.08% of the 13F portfolio, value $8,961,105.

    13F-HR 0001967622-26-000002 filed by JP Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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