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MOTCO: AVUV position timeline

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

MOTCO held 19,188 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,188 shares
    Change vs previous 13F +681 shares

    0.2% of the 13F portfolio, value $2,393,895.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 18,507 shares
    Change vs previous 13F +626 shares

    0.19% of the 13F portfolio, value $2,044,468.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 17,881 shares
    Change vs previous 13F -257 shares

    0.17% of the 13F portfolio, value $1,823,504.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 18,138 shares
    Change vs previous 13F +2,170 shares

    0.16% of the 13F portfolio, value $1,805,275.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 15,968 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,475,603.

    13F-HR 0001306333-25-000006 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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