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MB Generational Wealth, LLC: AVUV position timeline

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

MB Generational Wealth, LLC held 178,008 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,008 shares
    Change vs previous 13F +850 shares

    10.89% of the 13F portfolio, value $22,208,316.

    13F-HR 0002009056-26-000003 filed by MB Generational 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 177,158 shares
    Change vs previous 13F +309 shares

    10.82% of the 13F portfolio, value $19,570,678.

    13F-HR 0002009056-26-000002 filed by MB Generational 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 176,849 shares
    Change vs previous 13F +6,135 shares

    9.55% of the 13F portfolio, value $18,035,092.

    13F-HR 0002009056-26-000001 filed by MB Generational Wealth, 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 170,714 shares
    Change vs previous 13F -51,059 shares

    10.79% of the 13F portfolio, value $16,991,195.

    13F-HR 0002009056-25-000002 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 221,773 shares
    Change vs previous 13F +4,160 shares

    14.43% of the 13F portfolio, value $19,331,979.

    13F-HR 0001085146-25-002546 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 217,613 shares
    Change vs previous 13F -888 shares

    15.41% of the 13F portfolio, value $21,006,212.

    13F-HR 0001085146-25-000716 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 218,501 shares
    Change vs previous 13F not available

    15.1% of the 13F portfolio, value $20,965,200.

    13F-HR 0001085146-24-005396 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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