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North Ridge Wealth Advisors, Inc.: AVUS position timeline

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

North Ridge Wealth Advisors, Inc. held 40,954 AVUS shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 40,954 shares
    Change vs previous 13F -621 shares

    2.56% of the 13F portfolio, value $4,553,282.

    13F-HR 0001974277-26-000005 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 41,575 shares
    Change vs previous 13F -685 shares

    2.6% of the 13F portfolio, value $4,647,270.

    13F-HR 0001974277-26-000003 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 42,260 shares
    Change vs previous 13F -1,099 shares

    2.63% of the 13F portfolio, value $4,593,678.

    13F-HR 0001974277-25-000007 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 43,359 shares
    Change vs previous 13F +8,404 shares

    2.69% of the 13F portfolio, value $4,371,470.

    13F-HR 0002054664-25-000007 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 34,955 shares
    Change vs previous 13F 0 shares

    2.16% of the 13F portfolio, value $3,229,157.

    13F-HR 0002054664-25-000003 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 34,955 shares
    Change vs previous 13F -12 shares

    2.35% of the 13F portfolio, value $3,388,203.

    13F-HR 0002054664-25-000005 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 34,967 shares
    Change vs previous 13F -602 shares

    2.26% of the 13F portfolio, value $3,327,124.

    13F-HR 0001085146-24-005093 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 35,569 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $3,207,982.

    13F-HR 0001085146-24-003342 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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