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Kondo Wealth Advisors, Inc.: AVUV position timeline

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

Kondo Wealth Advisors, Inc. held 311,684 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 311,684 shares
    Change vs previous 13F +5,523 shares

    13% of the 13F portfolio, value $38,885,824.

    13F-HR 0001172661-26-002722 filed by Kondo Wealth Advisors, Inc.
    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 306,161 shares
    Change vs previous 13F +1,483 shares

    12.73% of the 13F portfolio, value $33,821,680.

    13F-HR 0001172661-26-001652 filed by Kondo Wealth Advisors, Inc.
    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 304,678 shares
    Change vs previous 13F +17,023 shares

    11.89% of the 13F portfolio, value $31,071,553.

    13F-HR 0001172661-26-000403 filed by Kondo Wealth Advisors, Inc.
    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 287,655 shares
    Change vs previous 13F +16,369 shares

    11.55% of the 13F portfolio, value $28,630,405.

    13F-HR 0001172661-25-004585 filed by Kondo Wealth Advisors, Inc.
    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 271,286 shares
    Change vs previous 13F +18,079 shares

    11.14% of the 13F portfolio, value $25,226,938.

    13F-HR 0001172661-25-002771 filed by Kondo Wealth Advisors, Inc.
    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 253,207 shares
    Change vs previous 13F +17,881 shares

    10.88% of the 13F portfolio, value $22,072,133.

    13F-HR 0001172661-25-002441 filed by Kondo Wealth Advisors, Inc.
    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 235,326 shares
    Change vs previous 13F not available

    11.53% of the 13F portfolio, value $22,716,174.

    13F-HR 0001172661-25-002440 filed by Kondo Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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