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MFA WEALTH ADVISORS, LLC: AVUV position timeline

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

MFA WEALTH ADVISORS, LLC held 131,467 AVUV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 131,467 shares
    Change vs previous 13F -1,585 shares

    2.63% of the 13F portfolio, value $15,482,898.

    13F-HR 0001688184-26-000006 filed by MFA WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 133,052 shares
    Change vs previous 13F -5,578 shares

    2.83% of the 13F portfolio, value $16,599,529.

    13F-HR 0001688184-26-000004 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 138,630 shares
    Change vs previous 13F +2,239 shares

    3.01% of the 13F portfolio, value $15,314,464.

    13F-HR 0001688184-26-000003 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 136,391 shares
    Change vs previous 13F +1,427 shares

    2.94% of the 13F portfolio, value $13,909,115.

    13F-HR 0001688184-26-000001 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 134,964 shares
    Change vs previous 13F +278 shares

    2.93% of the 13F portfolio, value $13,432,965.

    13F-HR 0001688184-25-000007 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 134,686 shares
    Change vs previous 13F -40,804 shares

    2.88% of the 13F portfolio, value $12,269,912.

    13F-HR 0002051613-25-000006 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 175,490 shares
    Change vs previous 13F -8,128 shares

    3.79% of the 13F portfolio, value $15,297,479.

    13F-HR 0001688184-25-000003 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 183,618 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $17,724,610.

    13F-HR 0001688184-25-000001 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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