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Mason Investment Advisory Services, Inc.: AVUV position timeline

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

Mason Investment Advisory Services, Inc. held 2,824,089 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,824,089 shares
    Change vs previous 13F -9,009 shares

    13.4% of the 13F portfolio, value $352,333,292.

    13F-HR 0001140361-26-032728 filed by Mason Investment Advisory Services, Inc.
    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 2,833,098 shares
    Change vs previous 13F -11,740 shares

    14.45% of the 13F portfolio, value $312,972,346.

    13F-HR 0001140361-26-021278 filed by Mason Investment Advisory Services, Inc.
    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 2,844,838 shares
    Change vs previous 13F +77,141 shares

    13.77% of the 13F portfolio, value $290,116,610.

    13F-HR 0001140361-26-004973 filed by Mason Investment Advisory Services, Inc.
    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 2,767,697 shares
    Change vs previous 13F +6,353 shares

    13.72% of the 13F portfolio, value $275,468,835.

    13F-HR 0001140361-25-041541 filed by Mason Investment Advisory Services, Inc.
    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 2,761,344 shares
    Change vs previous 13F +47,613 shares

    13.71% of the 13F portfolio, value $251,558,476.

    13F-HR 0001140361-25-028811 filed by Mason Investment Advisory Services, Inc.
    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 2,713,731 shares
    Change vs previous 13F +18,866 shares

    14.28% of the 13F portfolio, value $236,555,949.

    13F-HR 0001140361-25-016854 filed by Mason Investment Advisory Services, Inc.
    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 2,694,865 shares
    Change vs previous 13F -18,060 shares

    15.25% of the 13F portfolio, value $260,135,340.

    13F-HR 0001140361-25-003388 filed by Mason Investment Advisory Services, Inc.
    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 2,712,925 shares
    Change vs previous 13F not available

    15.21% of the 13F portfolio, value $260,305,172.

    13F-HR 0001140361-24-046076 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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