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Orion Capital Management LLC: AVUV position timeline

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

Orion Capital Management LLC held 51,585 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,585 shares
    Change vs previous 13F +3,010 shares

    2% of the 13F portfolio, value $6,435,793.

    13F-HR 0001846758-26-000003 filed by Orion Capital 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 48,575 shares
    Change vs previous 13F +3,234 shares

    1.85% of the 13F portfolio, value $5,366,128.

    13F-HR 0001846758-26-000002 filed by Orion Capital 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 45,341 shares
    Change vs previous 13F -1,529 shares

    1.56% of the 13F portfolio, value $4,623,832.

    13F-HR 0001846758-26-000001 filed by Orion Capital 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 46,870 shares
    Change vs previous 13F +539 shares

    1.63% of the 13F portfolio, value $4,664,951.

    13F-HR 0001846758-25-000003 filed by Orion Capital 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 46,331 shares
    Change vs previous 13F +382 shares

    1.61% of the 13F portfolio, value $4,220,736.

    13F-HR 0001095449-25-000053 filed by Orion Capital 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 45,949 shares
    Change vs previous 13F -125 shares

    1.69% of the 13F portfolio, value $4,005,336.

    13F-HR 0001095449-25-000037 filed by Orion Capital 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 46,074 shares
    Change vs previous 13F +2,270 shares

    1.96% of the 13F portfolio, value $4,447,566.

    13F-HR 0001095449-25-000012 filed by Orion Capital 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 43,804 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $4,202,955.

    13F-HR 0001095449-24-000089 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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