Skip to content
Disclosery

marrick wealth, LLC: AVSF position timeline

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

marrick wealth, LLC held 8,986 AVSF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,986 shares
    Change vs previous 13F +1,977 shares

    0.3% of the 13F portfolio, value $418,461.

    13F-HR 0001951757-26-000992 filed by marrick wealth, 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 7,009 shares
    Change vs previous 13F -49 shares

    0.28% of the 13F portfolio, value $328,021.

    13F-HR 0001951757-26-000614 filed by marrick wealth, 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 7,058 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $332,326.

    13F-HR 0001951757-26-000427 filed by marrick wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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