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ORBA Wealth Advisors, L.L.C.: AVUV position timeline

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

ORBA Wealth Advisors, L.L.C. held 19,385 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,385 shares
    Change vs previous 13F -130 shares

    2.07% of the 13F portfolio, value $2,418,466.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 19,515 shares
    Change vs previous 13F -4,573 shares

    2.57% of the 13F portfolio, value $2,155,772.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 24,088 shares
    Change vs previous 13F -947 shares

    2.13% of the 13F portfolio, value $2,456,462.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 25,035 shares
    Change vs previous 13F +503 shares

    2.05% of the 13F portfolio, value $2,491,773.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 24,532 shares
    Change vs previous 13F -12,926 shares

    2.03% of the 13F portfolio, value $2,234,849.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 37,458 shares
    Change vs previous 13F -384 shares

    1.65% of the 13F portfolio, value $3,265,243.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 37,842 shares
    Change vs previous 13F -32,584 shares

    1.91% of the 13F portfolio, value $3,652,882.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 70,426 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $6,757,451.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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