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Disclosery

McMill Wealth Management: AVSF position timeline

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

McMill Wealth Management held 57,867 AVSF shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 57,867 shares
    Change vs previous 13F +7,289 shares

    0.66% of the 13F portfolio, value $2,694,734.

    13F-HR/A 0002056447-26-000004 filed by McMill Wealth Management
    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 50,578 shares
    Change vs previous 13F +3,182 shares

    0.63% of the 13F portfolio, value $2,367,050.

    13F-HR 0002056447-26-000002 filed by McMill Wealth Management
    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 47,396 shares
    Change vs previous 13F +12,501 shares

    0.63% of the 13F portfolio, value $2,231,641.

    13F-HR 0002056447-26-000001 filed by McMill Wealth Management
    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 34,895 shares
    Change vs previous 13F +3,819 shares

    0.47% of the 13F portfolio, value $1,647,536.

    13F-HR 0002056447-25-000007 filed by McMill Wealth Management
    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 31,076 shares
    Change vs previous 13F +7,485 shares

    0.48% of the 13F portfolio, value $1,461,349.

    13F-HR 0002056447-25-000005 filed by McMill Wealth Management
    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 23,591 shares
    Change vs previous 13F +3,966 shares

    0.4% of the 13F portfolio, value $1,102,643.

    13F-HR 0002056447-25-000003 filed by McMill Wealth Management
    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 19,625 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $905,498.

    13F-HR 0002056447-25-000001 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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