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Plum Street Advisors, LLC: AVUV position timeline

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

Plum Street Advisors, LLC held 66,121 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 66,121 shares
    Change vs previous 13F +2,312 shares

    2.63% of the 13F portfolio, value $8,249,256.

    13F-HR 0002068236-26-000003 filed by Plum Street Advisors, 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 63,809 shares
    Change vs previous 13F +3,432 shares

    2.44% of the 13F portfolio, value $7,048,980.

    13F-HR 0002068236-26-000002 filed by Plum Street Advisors, 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 60,377 shares
    Change vs previous 13F +4,205 shares

    2.19% of the 13F portfolio, value $6,157,246.

    13F-HR 0002068236-26-000001 filed by Plum Street Advisors, 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 56,172 shares
    Change vs previous 13F +18,149 shares

    2.16% of the 13F portfolio, value $5,590,799.

    13F-HR 0002068236-25-000008 filed by Plum Street Advisors, 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 38,023 shares
    Change vs previous 13F -791 shares

    1.53% of the 13F portfolio, value $3,463,895.

    13F-HR 0002068236-25-000007 filed by Plum Street Advisors, 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 38,814 shares
    Change vs previous 13F +6,700 shares

    1.63% of the 13F portfolio, value $3,383,416.

    13F-HR 0002068236-25-000006 filed by Plum Street Advisors, 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 32,114 shares
    Change vs previous 13F +13,747 shares

    1.53% of the 13F portfolio, value $3,099,964.

    13F-HR 0002068236-25-000005 filed by Plum Street Advisors, 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 18,367 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,762,314.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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