Skip to content
Disclosery

Kaufman Rossin Wealth, LLC: AVUV position timeline

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

Kaufman Rossin Wealth, LLC held 13,277 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,277 shares
    Change vs previous 13F -125 shares

    0.78% of the 13F portfolio, value $1,635,992.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin Wealth, 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 13,402 shares
    Change vs previous 13F -263 shares

    0.85% of the 13F portfolio, value $1,480,519.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin Wealth, 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 13,665 shares
    Change vs previous 13F -52 shares

    0.73% of the 13F portfolio, value $1,393,557.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin Wealth, 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 13,717 shares
    Change vs previous 13F -1,031 shares

    0.75% of the 13F portfolio, value $1,365,253.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin Wealth, 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 14,748 shares
    Change vs previous 13F -573 shares

    0.85% of the 13F portfolio, value $1,343,543.

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin Wealth, 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 15,321 shares
    Change vs previous 13F +9,707 shares

    0.95% of the 13F portfolio, value $1,335,532.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin Wealth, 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 5,614 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $541,919.

    13F-HR 0001725547-25-000164 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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