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Pasadena Private Wealth, LLC: AVUV position timeline

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

Pasadena Private Wealth, LLC held 24,184 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,184 shares
    Change vs previous 13F -1,682 shares

    0.39% of the 13F portfolio, value $3,017,137.

    13F-HR 0002073679-26-000083 filed by Pasadena 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 25,866 shares
    Change vs previous 13F -1,292 shares

    0.4% of the 13F portfolio, value $2,857,377.

    13F-HR 0002073679-26-000047 filed by Pasadena 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 27,158 shares
    Change vs previous 13F -1,188 shares

    0.38% of the 13F portfolio, value $2,769,549.

    13F-HR 0002073679-26-000020 filed by Pasadena 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 28,346 shares
    Change vs previous 13F -644 shares

    0.41% of the 13F portfolio, value $2,821,261.

    13F-HR 0001760578-25-000008 filed by Pasadena 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 28,990 shares
    Change vs previous 13F -2,921 shares

    0.45% of the 13F portfolio, value $2,641,015.

    13F-HR 0001760578-25-000004 filed by Pasadena 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 31,911 shares
    Change vs previous 13F -1,515 shares

    0.54% of the 13F portfolio, value $2,781,672.

    13F-HR 0001760578-25-000003 filed by Pasadena 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 33,426 shares
    Change vs previous 13F +3,891 shares

    0.66% of the 13F portfolio, value $3,226,604.

    13F-HR 0001760578-25-000002 filed by Pasadena 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 29,535 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,833,893.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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