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MJP ASSOCIATES INC /ADV: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MJP ASSOCIATES INC /ADV on AVUV, newest first. How the timeline and the estimate are built.

MJP ASSOCIATES INC /ADV held 113,757 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,757 shares
    Change vs previous 13F -416 shares

    1.55% of the 13F portfolio, value $14,192,308.

    13F-HR 0001765380-26-000331 filed by MJP ASSOCIATES INC /ADV
    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 114,173 shares
    Change vs previous 13F +37,994 shares

    1.53% of the 13F portfolio, value $12,612,691.

    13F-HR 0001765380-26-000155 filed by MJP ASSOCIATES INC /ADV
    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 76,179 shares
    Change vs previous 13F -3,868 shares

    0.97% of the 13F portfolio, value $7,768,724.

    13F-HR 0001765380-26-000068 filed by MJP ASSOCIATES INC /ADV
    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 80,047 shares
    Change vs previous 13F -7,169 shares

    1.05% of the 13F portfolio, value $7,967,070.

    13F-HR 0001765380-25-000449 filed by MJP ASSOCIATES INC /ADV
    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 87,216 shares
    Change vs previous 13F -77,625 shares

    1.18% of the 13F portfolio, value $7,945,411.

    13F-HR 0001765380-25-000318 filed by MJP ASSOCIATES INC /ADV
    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 164,841 shares
    Change vs previous 13F -59,055 shares

    2.59% of the 13F portfolio, value $14,369,227.

    13F-HR 0001765380-25-000155 filed by MJP ASSOCIATES INC /ADV
    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 223,896 shares
    Change vs previous 13F +4,119 shares

    3.88% of the 13F portfolio, value $21,612,692.

    13F-HR 0001765380-25-000110 filed by MJP ASSOCIATES INC /ADV
    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 219,777 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $21,087,579.

    13F-HR 0001765380-24-000434 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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