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NewEdge Advisors, LLC: AVUV position timeline

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

NewEdge Advisors, LLC held 210,495 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,495 shares
    Change vs previous 13F +12,781 shares

    0.08% of the 13F portfolio, value $26,261,307.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 197,714 shares
    Change vs previous 13F +30,468 shares

    0.08% of the 13F portfolio, value $21,841,481.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 167,246 shares
    Change vs previous 13F +20,274 shares

    0.06% of the 13F portfolio, value $17,055,715.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 146,972 shares
    Change vs previous 13F -4,849 shares

    0.07% of the 13F portfolio, value $14,628,095.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 151,821 shares
    Change vs previous 13F -15,768 shares

    0.07% of the 13F portfolio, value $13,830,910.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 167,589 shares
    Change vs previous 13F +34,679 shares

    0.09% of the 13F portfolio, value $14,608,710.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 132,910 shares
    Change vs previous 13F +34,875 shares

    0.08% of the 13F portfolio, value $12,829,816.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 98,035 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,406,495.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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