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Private Wealth Management Group, LLC: AVUV position timeline

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

Private Wealth Management Group, LLC held 114,158 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,158 shares
    Change vs previous 13F -6,759 shares

    3.3% of the 13F portfolio, value $14,242,304.

    13F-HR 0002011342-26-000003 filed by Private Wealth Management Group, 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 120,917 shares
    Change vs previous 13F +6,142 shares

    3.51% of the 13F portfolio, value $13,357,658.

    13F-HR 0002011342-26-000002 filed by Private Wealth Management Group, 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 114,775 shares
    Change vs previous 13F +3,160 shares

    3.13% of the 13F portfolio, value $11,704,755.

    13F-HR 0002011342-26-000001 filed by Private Wealth Management Group, 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 111,615 shares
    Change vs previous 13F +6,307 shares

    3.06% of the 13F portfolio, value $11,109,042.

    13F-HR 0002011342-25-000006 filed by Private Wealth Management Group, 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 105,308 shares
    Change vs previous 13F +63 shares

    3.19% of the 13F portfolio, value $9,593,560.

    13F-HR 0002011342-25-000004 filed by Private Wealth Management Group, 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 105,245 shares
    Change vs previous 13F +18,167 shares

    3.39% of the 13F portfolio, value $9,174,207.

    13F-HR 0002011342-25-000003 filed by Private Wealth Management Group, 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 87,078 shares
    Change vs previous 13F +6,994 shares

    3.22% of the 13F portfolio, value $8,405,640.

    13F-HR 0002011342-25-000001 filed by Private Wealth Management Group, 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 80,084 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $7,684,060.

    13F-HR 0002011342-24-000005 filed by Private Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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