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Oak Wealth Advisors LLC: AVUV position timeline

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

Oak Wealth Advisors LLC held 78,939 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,939 shares
    Change vs previous 13F +1,206 shares

    4.72% of the 13F portfolio, value $9,848,372.

    13F-HR 0002056728-26-000006 filed by Oak Wealth 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 77,733 shares
    Change vs previous 13F -192 shares

    4.72% of the 13F portfolio, value $8,587,150.

    13F-HR 0002056728-26-000002 filed by Oak Wealth 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 77,925 shares
    Change vs previous 13F -4,200 shares

    4.56% of the 13F portfolio, value $7,946,839.

    13F-HR 0002056728-26-000001 filed by Oak Wealth 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 82,125 shares
    Change vs previous 13F +220 shares

    4.75% of the 13F portfolio, value $8,173,949.

    13F-HR 0002056728-25-000016 filed by Oak Wealth 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 81,905 shares
    Change vs previous 13F -1,426 shares

    4.79% of the 13F portfolio, value $7,461,578.

    13F-HR 0002056728-25-000013 filed by Oak Wealth 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 83,331 shares
    Change vs previous 13F +2,879 shares

    5.37% of the 13F portfolio, value $7,263,927.

    13F-HR 0002056728-25-000012 filed by Oak Wealth 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 80,452 shares
    Change vs previous 13F not available

    5.97% of the 13F portfolio, value $7,766,003.

    13F-HR 0002056728-25-000009 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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