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Oakwell Private Wealth Management, LLC: AVUV position timeline

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

Oakwell Private Wealth Management, LLC held 238,894 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,894 shares
    Change vs previous 13F -17,998 shares

    4.94% of the 13F portfolio, value $29,804,435.

    13F-HR 0001941040-26-000497 filed by Oakwell Private Wealth Management, 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 256,892 shares
    Change vs previous 13F +18,427 shares

    5.07% of the 13F portfolio, value $28,378,861.

    13F-HR 0001941040-26-000290 filed by Oakwell Private Wealth Management, 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 238,465 shares
    Change vs previous 13F +12,319 shares

    4.54% of the 13F portfolio, value $24,318,691.

    13F-HR 0001941040-26-000059 filed by Oakwell Private Wealth Management, 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 226,146 shares
    Change vs previous 13F +10,812 shares

    4.52% of the 13F portfolio, value $22,508,317.

    13F-HR 0001941040-25-000622 filed by Oakwell Private Wealth Management, 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 215,334 shares
    Change vs previous 13F +28,083 shares

    4.52% of the 13F portfolio, value $19,616,932.

    13F-HR 0001941040-25-000423 filed by Oakwell Private Wealth Management, 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 187,251 shares
    Change vs previous 13F +9,919 shares

    4.51% of the 13F portfolio, value $16,322,661.

    13F-HR 0001941040-25-000260 filed by Oakwell Private Wealth Management, 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 177,332 shares
    Change vs previous 13F +17,571 shares

    4.8% of the 13F portfolio, value $17,117,896.

    13F-HR 0001941040-25-000064 filed by Oakwell Private Wealth Management, 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 159,761 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $15,329,052.

    13F-HR 0001941040-24-000462 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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