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OAKWOOD CAPITAL MANAGEMENT LLC/CA: AVUV position timeline

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

OAKWOOD CAPITAL MANAGEMENT LLC/CA held 89,698 AVUV shares at 2021-06-30 per its 13F-HR filed 2021-07-22.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 89,698 shares
    Change vs previous 13F -2,859 shares

    1.76% of the 13F portfolio, value $6,817,000.

    13F-HR 0001077148-21-000006 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 92,557 shares
    Change vs previous 13F -2,460 shares

    1.97% of the 13F portfolio, value $6,684,000.

    13F-HR 0001077148-21-000004 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 95,017 shares
    Change vs previous 13F -10,520 shares

    1.65% of the 13F portfolio, value $5,401,000.

    13F-HR 0001077148-21-000002 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 105,537 shares
    Change vs previous 13F -315 shares

    1.67% of the 13F portfolio, value $4,519,000.

    13F-HR 0001077148-20-000008 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 105,852 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $4,288,000.

    13F-HR 0001077148-20-000006 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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