Skip to content
Disclosery

JRM Investment Counsel, LLC: AVUV position timeline

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

JRM Investment Counsel, LLC held 215,990 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,990 shares
    Change vs previous 13F +9,578 shares

    6.52% of the 13F portfolio, value $26,946,946.

    13F-HR 0001631084-26-000003 filed by JRM Investment Counsel, 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 206,412 shares
    Change vs previous 13F +31,510 shares

    6.07% of the 13F portfolio, value $22,802,321.

    13F-HR 0001631084-26-000002 filed by JRM Investment Counsel, 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 174,902 shares
    Change vs previous 13F +1,407 shares

    5.16% of the 13F portfolio, value $17,836,457.

    13F-HR 0001631084-26-000001 filed by JRM Investment Counsel, 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 173,495 shares
    Change vs previous 13F +12,804 shares

    5.17% of the 13F portfolio, value $17,267,981.

    13F-HR 0001631084-25-000006 filed by JRM Investment Counsel, 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 160,691 shares
    Change vs previous 13F +2,858 shares

    4.71% of the 13F portfolio, value $14,638,994.

    13F-HR 0001631084-25-000003 filed by JRM Investment Counsel, 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 157,833 shares
    Change vs previous 13F -19,616 shares

    4.69% of the 13F portfolio, value $13,758,309.

    13F-HR 0001631084-25-000002 filed by JRM Investment Counsel, 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 177,449 shares
    Change vs previous 13F +15,890 shares

    6.05% of the 13F portfolio, value $17,129,168.

    13F-HR 0001631084-25-000001 filed by JRM Investment Counsel, 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 161,559 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $15,501,613.

    13F-HR 0001631084-24-000011 filed by JRM Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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