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Peak Asset Management, LLC: AVUV position timeline

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

Peak Asset Management, LLC held 167,233 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,233 shares
    Change vs previous 13F +3,948 shares

    3.07% of the 13F portfolio, value $20,864,051.

    13F-HR 0001062993-26-004338 filed by Peak 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 163,285 shares
    Change vs previous 13F +8,135 shares

    3.18% of the 13F portfolio, value $18,038,144.

    13F-HR 0001062993-26-002657 filed by Peak 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 155,150 shares
    Change vs previous 13F +2,775 shares

    2.69% of the 13F portfolio, value $15,822,244.

    13F-HR 0001062993-26-000643 filed by Peak 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 152,375 shares
    Change vs previous 13F +4,510 shares

    2.65% of the 13F portfolio, value $15,165,929.

    13F-HR 0001062993-25-016725 filed by Peak 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 147,865 shares
    Change vs previous 13F +426 shares

    2.47% of the 13F portfolio, value $13,470,543.

    13F-HR 0001062993-25-014438 filed by Peak 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 147,439 shares
    Change vs previous 13F +8,406 shares

    2.45% of the 13F portfolio, value $12,852,298.

    13F-HR 0001062993-25-008726 filed by Peak 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 139,033 shares
    Change vs previous 13F +3,532 shares

    2.48% of the 13F portfolio, value $13,420,900.

    13F-HR 0001062993-25-002525 filed by Peak Asset 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 135,501 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $13,001,365.

    13F-HR 0001062993-24-018370 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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