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Provident Wealth Management, LLC: AVUV position timeline

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

Provident Wealth Management, LLC held 67,209 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,209 shares
    Change vs previous 13F -578 shares

    2.16% of the 13F portfolio, value $8,384,939.

    13F-HR 0001398344-26-013424 filed by Provident 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 67,787 shares
    Change vs previous 13F -669 shares

    2.27% of the 13F portfolio, value $7,488,470.

    13F-HR 0001398344-26-006673 filed by Provident 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 68,456 shares
    Change vs previous 13F -284 shares

    2.07% of the 13F portfolio, value $6,981,207.

    13F-HR 0001398344-26-001490 filed by Provident 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 68,740 shares
    Change vs previous 13F +556 shares

    2.07% of the 13F portfolio, value $6,841,653.

    13F-HR 0001398344-25-019221 filed by Provident 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 68,184 shares
    Change vs previous 13F +512 shares

    2.03% of the 13F portfolio, value $6,211,593.

    13F-HR 0001398344-25-013303 filed by Provident 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 67,672 shares
    Change vs previous 13F +60,992 shares

    2.03% of the 13F portfolio, value $5,898,962.

    13F-HR 0001398344-25-007377 filed by Provident 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 6,680 shares
    Change vs previous 13F -2,592 shares

    0.22% of the 13F portfolio, value $644,820.

    13F-HR 0001398344-25-001941 filed by Provident 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 9,272 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $889,648.

    13F-HR 0001398344-24-018917 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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