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Disclosery

Krilogy Financial LLC: AVUV position timeline

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

Krilogy Financial LLC held 573,763 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 573,763 shares
    Change vs previous 13F +10,886 shares

    2.12% of the 13F portfolio, value $71,582,702.

    13F-HR 0001659047-26-000005 filed by Krilogy Financial 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 562,877 shares
    Change vs previous 13F -9,834 shares

    2.1% of the 13F portfolio, value $65,130,459.

    13F-HR 0001659047-26-000004 filed by Krilogy Financial 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 572,711 shares
    Change vs previous 13F +19,206 shares

    2.11% of the 13F portfolio, value $62,133,389.

    13F-HR 0001659047-26-000002 filed by Krilogy Financial 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 553,505 shares
    Change vs previous 13F +98,180 shares

    2.03% of the 13F portfolio, value $54,138,366.

    13F-HR 0001659047-25-000006 filed by Krilogy Financial 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 455,325 shares
    Change vs previous 13F +31,519 shares

    2.38% of the 13F portfolio, value $41,480,126.

    13F-HR 0001659047-25-000004 filed by Krilogy Financial 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 423,806 shares
    Change vs previous 13F +30,339 shares

    2.39% of the 13F portfolio, value $36,943,149.

    13F-HR 0001659047-25-000003 filed by Krilogy Financial 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 393,467 shares
    Change vs previous 13F +6,171 shares

    2.53% of the 13F portfolio, value $37,981,333.

    13F-HR 0001659047-25-000001 filed by Krilogy Financial 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 387,296 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $37,161,079.

    13F-HR 0001659047-24-000007 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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