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Disclosery

Parcion Private Wealth LLC: AVUV position timeline

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

Parcion Private Wealth LLC held 434,292 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 434,292 shares
    Change vs previous 13F -26,346 shares

    3.01% of the 13F portfolio, value $54,182,211.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth 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 460,638 shares
    Change vs previous 13F +60,354 shares

    3.15% of the 13F portfolio, value $50,886,706.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth 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 400,284 shares
    Change vs previous 13F -9,616 shares

    2.48% of the 13F portfolio, value $40,820,938.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth 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 409,900 shares
    Change vs previous 13F -211,171 shares

    2.55% of the 13F portfolio, value $40,797,359.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth 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 621,071 shares
    Change vs previous 13F +3,014 shares

    4.04% of the 13F portfolio, value $56,579,535.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth 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 618,057 shares
    Change vs previous 13F -66,475 shares

    4.39% of the 13F portfolio, value $53,876,008.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth 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 684,532 shares
    Change vs previous 13F +100 shares

    5.05% of the 13F portfolio, value $66,077,869.

    13F-HR 0001801263-25-000003 filed by Parcion Private Wealth 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 684,432 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $65,671,288.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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