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Disclosery

Lutz Financial Services LLC: AVUV position timeline

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

Lutz Financial Services LLC held 122,961 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,961 shares
    Change vs previous 13F +4,516 shares

    0.93% of the 13F portfolio, value $15,340,730.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services 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 118,445 shares
    Change vs previous 13F +3,868 shares

    0.88% of the 13F portfolio, value $13,084,709.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services 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 114,577 shares
    Change vs previous 13F +16,099 shares

    0.79% of the 13F portfolio, value $11,684,633.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services 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 98,478 shares
    Change vs previous 13F +5,590 shares

    0.71% of the 13F portfolio, value $9,801,605.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services 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 92,888 shares
    Change vs previous 13F +19,053 shares

    0.66% of the 13F portfolio, value $8,462,131.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services 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 73,835 shares
    Change vs previous 13F -1,868 shares

    0.53% of the 13F portfolio, value $6,436,230.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services 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 75,703 shares
    Change vs previous 13F +10,200 shares

    0.59% of the 13F portfolio, value $7,307,626.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services 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 65,503 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $6,285,029.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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