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Disclosery

Meredith Wealth Planning: AVUV position timeline

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

Meredith Wealth Planning held 588,447 AVUV 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 588,447 shares
    Change vs previous 13F -3,519 shares

    17.33% of the 13F portfolio, value $73,414,710.

    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 591,966 shares
    Change vs previous 13F +8,399 shares

    17.72% of the 13F portfolio, value $65,394,520.

    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 583,567 shares
    Change vs previous 13F +488 shares

    17.72% of the 13F portfolio, value $59,512,141.

    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 583,079 shares
    Change vs previous 13F +17,480 shares

    18.39% of the 13F portfolio, value $58,033,856.

    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 565,599 shares
    Change vs previous 13F +86,086 shares

    18.71% of the 13F portfolio, value $51,526,029.

    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 479,513 shares
    Change vs previous 13F +9,291 shares

    18.44% of the 13F portfolio, value $41,799,134.

    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 470,222 shares
    Change vs previous 13F +12,893 shares

    20.23% of the 13F portfolio, value $45,390,502.

    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 457,329 shares
    Change vs previous 13F not available

    20.94% of the 13F portfolio, value $43,880,701.

    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).