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Per Stirling Capital Management, LLC.: AVUV position timeline

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

Per Stirling Capital Management, LLC. held 17,151 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 17,151 shares
    Change vs previous 13F +498 shares

    0.2% of the 13F portfolio, value $2,139,774.

    13F-HR 0001689933-26-000005 filed by Per Stirling 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 16,653 shares
    Change vs previous 13F -1,237 shares

    0.2% of the 13F portfolio, value $1,839,613.

    13F-HR 0001689933-26-000003 filed by Per Stirling 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 17,890 shares
    Change vs previous 13F +107 shares

    0.2% of the 13F portfolio, value $1,824,471.

    13F-HR 0001689933-26-000001 filed by Per Stirling 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 17,783 shares
    Change vs previous 13F +495 shares

    0.21% of the 13F portfolio, value $1,769,947.

    13F-HR 0001689933-25-000006 filed by Per Stirling 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 17,288 shares
    Change vs previous 13F -6,479 shares

    0.21% of the 13F portfolio, value $1,574,943.

    13F-HR 0001689933-25-000004 filed by Per Stirling 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 23,767 shares
    Change vs previous 13F -38,913 shares

    0.3% of the 13F portfolio, value $2,071,776.

    13F-HR 0001689933-25-000003 filed by Per Stirling 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 62,680 shares
    Change vs previous 13F -2,128 shares

    0.86% of the 13F portfolio, value $6,050,505.

    13F-HR 0001689933-25-000002 filed by Per Stirling 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 64,808 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $6,218,349.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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