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Disclosery

KWB Wealth: AVUV position timeline

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

KWB Wealth held 13,888 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,888 shares
    Change vs previous 13F +283 shares

    0.15% of the 13F portfolio, value $1,732,667.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 13,605 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,387,438.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 13,605 shares
    Change vs previous 13F -1,260 shares

    0.13% of the 13F portfolio, value $1,387,438.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 14,865 shares
    Change vs previous 13F +395 shares

    0.15% of the 13F portfolio, value $1,354,201.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 14,470 shares
    Change vs previous 13F -4,661 shares

    0.15% of the 13F portfolio, value $1,261,350.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 19,131 shares
    Change vs previous 13F -100 shares

    0.22% of the 13F portfolio, value $1,846,715.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 19,231 shares
    Change vs previous 13F -62 shares

    0.23% of the 13F portfolio, value $1,845,214.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 19,293 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,730,968.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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