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Disclosery

Meredith Wealth Planning: AVUS position timeline

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

Meredith Wealth Planning held 111,324 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,324 shares
    Change vs previous 13F +1,325 shares

    3.37% of the 13F portfolio, value $14,258,439.

    13F-HR 0001956471-26-000003 filed by Meredith Wealth Planning
    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 109,999 shares
    Change vs previous 13F +20,379 shares

    3.31% of the 13F portfolio, value $12,229,653.

    13F-HR 0001956471-26-000002 filed by Meredith Wealth Planning
    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 89,620 shares
    Change vs previous 13F -2,210 shares

    2.98% of the 13F portfolio, value $10,017,758.

    13F-HR 0001956471-26-000001 filed by Meredith Wealth Planning
    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 91,830 shares
    Change vs previous 13F +9,173 shares

    3.16% of the 13F portfolio, value $9,981,918.

    13F-HR 0001956471-25-000007 filed by Meredith Wealth Planning
    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 82,657 shares
    Change vs previous 13F +15,479 shares

    3.03% of the 13F portfolio, value $8,333,518.

    13F-HR 0001956471-25-000006 filed by Meredith Wealth Planning
    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 67,178 shares
    Change vs previous 13F -128 shares

    2.74% of the 13F portfolio, value $6,205,920.

    13F-HR 0001956471-25-000005 filed by Meredith Wealth Planning
    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 67,306 shares
    Change vs previous 13F -140 shares

    2.91% of the 13F portfolio, value $6,523,986.

    13F-HR 0001956471-25-000001 filed by Meredith Wealth Planning
    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 67,446 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $6,417,504.

    13F-HR 0001956471-24-000005 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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