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Morling Financial Advisors, LLC: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morling Financial Advisors, LLC on AVUS, newest first. How the timeline and the estimate are built.

Morling Financial Advisors, LLC held 54,499 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,499 shares
    Change vs previous 13F +1 shares

    1.94% of the 13F portfolio, value $6,980,202.

    13F-HR 0001398344-26-013695 filed by Morling Financial Advisors, 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 54,498 shares
    Change vs previous 13F +1 shares

    1.87% of the 13F portfolio, value $6,059,094.

    13F-HR 0001398344-26-008544 filed by Morling Financial 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 ended2025-12-31
    13F 54,497 shares
    Change vs previous 13F -528 shares

    1.92% of the 13F portfolio, value $6,091,730.

    13F-HR 0001398344-26-002388 filed by Morling Financial 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 ended2025-09-30
    13F 55,025 shares
    Change vs previous 13F -6 shares

    1.99% of the 13F portfolio, value $5,981,188.

    13F-HR 0001398344-25-020301 filed by Morling Financial 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 ended2025-06-30
    13F 55,031 shares
    Change vs previous 13F +953 shares

    1.82% of the 13F portfolio, value $5,548,232.

    13F-HR 0001398344-25-014968 filed by Morling Financial 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 ended2025-03-31
    13F 54,078 shares
    Change vs previous 13F -944 shares

    1.72% of the 13F portfolio, value $4,995,749.

    13F-HR 0001398344-25-008787 filed by Morling Financial 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 ended2024-12-31
    13F 55,022 shares
    Change vs previous 13F +941 shares

    1.86% of the 13F portfolio, value $5,333,326.

    13F-HR 0001398344-25-002229 filed by Morling Financial 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 ended2024-09-30
    13F 54,081 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $5,145,764.

    13F-HR 0001398344-24-019000 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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