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PLANWISER FINANCIAL, LLC: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANWISER FINANCIAL, LLC on AVUS, newest first. How the timeline and the estimate are built.

PLANWISER FINANCIAL, LLC held 126,080 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,080 shares
    Change vs previous 13F -1,433 shares

    11.22% of the 13F portfolio, value $16,148,326.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 127,513 shares
    Change vs previous 13F +2,348 shares

    10.96% of the 13F portfolio, value $15,137,068.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 125,165 shares
    Change vs previous 13F +3,209 shares

    10.74% of the 13F portfolio, value $14,348,916.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 121,956 shares
    Change vs previous 13F +6,913 shares

    10.7% of the 13F portfolio, value $13,472,479.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 115,043 shares
    Change vs previous 13F -13,700 shares

    10.22% of the 13F portfolio, value $11,981,719.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, 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 128,743 shares
    Change vs previous 13F not available

    10.72% of the 13F portfolio, value $11,839,198.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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