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Level Financial Advisors: AVUV position timeline

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

Level Financial Advisors held 29,189 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,189 shares
    Change vs previous 13F -402 shares

    0.81% of the 13F portfolio, value $3,641,609.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    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 29,591 shares
    Change vs previous 13F -874 shares

    0.83% of the 13F portfolio, value $3,268,947.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    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 30,465 shares
    Change vs previous 13F +927 shares

    0.82% of the 13F portfolio, value $3,106,865.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    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 29,538 shares
    Change vs previous 13F -711 shares

    0.83% of the 13F portfolio, value $2,939,901.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    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 30,249 shares
    Change vs previous 13F +4,192 shares

    0.86% of the 13F portfolio, value $2,755,642.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    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 26,057 shares
    Change vs previous 13F +1,175 shares

    0.77% of the 13F portfolio, value $2,271,391.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    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 24,882 shares
    Change vs previous 13F -4,096 shares

    0.88% of the 13F portfolio, value $2,401,881.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    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 28,978 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,780,474.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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