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Disclosery

Pacific Asset Management, LLC: AVUV position timeline

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

Pacific Asset Management, LLC held 49,831 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,831 shares
    Change vs previous 13F +1,232 shares

    3.05% of the 13F portfolio, value $6,216,898.

    13F-HR 0002085853-26-000872 filed by Pacific Asset 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 48,599 shares
    Change vs previous 13F +5,107 shares

    3% of the 13F portfolio, value $5,368,731.

    13F-HR 0002085853-26-000547 filed by Pacific Asset 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 43,492 shares
    Change vs previous 13F +6,729 shares

    2.66% of the 13F portfolio, value $4,435,363.

    13F-HR 0002085853-26-000133 filed by Pacific Asset 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 36,763 shares
    Change vs previous 13F +2,795 shares

    2.48% of the 13F portfolio, value $3,659,012.

    13F-HR 0002085853-25-000106 filed by Pacific Asset 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 33,968 shares
    Change vs previous 13F +3,871 shares

    2.49% of the 13F portfolio, value $3,094,448.

    13F-HR 0001667731-25-000775 filed by Pacific Asset 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 30,097 shares
    Change vs previous 13F +1,776 shares

    2.35% of the 13F portfolio, value $2,623,588.

    13F-HR 0001667731-25-000538 filed by Pacific Asset 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 28,321 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $2,733,818.

    13F-HR 0001667731-25-000206 filed by Pacific Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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