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Pine Harbor Wealth Management, LLC: AVUV position timeline

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

Pine Harbor Wealth Management, LLC held 129,826 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,826 shares
    Change vs previous 13F -173 shares

    4.34% of the 13F portfolio, value $16,197,034.

    13F-HR 0002016051-26-000004 filed by Pine Harbor Wealth 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 129,999 shares
    Change vs previous 13F -2,821 shares

    4.3% of the 13F portfolio, value $14,361,003.

    13F-HR 0002016051-26-000002 filed by Pine Harbor Wealth 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 132,820 shares
    Change vs previous 13F -8,414 shares

    4.15% of the 13F portfolio, value $13,545,025.

    13F-HR 0002016051-26-000001 filed by Pine Harbor Wealth 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 141,234 shares
    Change vs previous 13F -17,004 shares

    4.51% of the 13F portfolio, value $14,057,105.

    13F-HR 0001172661-25-004751 filed by Pine Harbor Wealth 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 158,238 shares
    Change vs previous 13F -5,531 shares

    5.07% of the 13F portfolio, value $14,415,563.

    13F-HR 0001172661-25-003368 filed by Pine Harbor Wealth 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 163,769 shares
    Change vs previous 13F +13,824 shares

    5.71% of the 13F portfolio, value $14,275,770.

    13F-HR 0001172661-25-001851 filed by Pine Harbor Wealth 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 149,945 shares
    Change vs previous 13F +52,495 shares

    5.83% of the 13F portfolio, value $14,474,245.

    13F-HR 0001172661-25-000734 filed by Pine Harbor Wealth 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 97,450 shares
    Change vs previous 13F not available

    4.65% of the 13F portfolio, value $9,350,388.

    13F-HR 0001172661-24-004621 filed by Pine Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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