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Disclosery

Modern Wealth Management, LLC: AVSU position timeline

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

Modern Wealth Management, LLC held 33,761 AVSU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,761 shares
    Change vs previous 13F +12,755 shares

    0.04% of the 13F portfolio, value $2,988,524.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
    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 21,006 shares
    Change vs previous 13F +16,573 shares

    0.03% of the 13F portfolio, value $1,568,081.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
    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 4,433 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $338,238.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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