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RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC: AVUV position timeline

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

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC held 338,462 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 338,462 shares
    Change vs previous 13F +8,762 shares

    12.58% of the 13F portfolio, value $42,226,519.

    13F-HR 0001962166-26-000004 filed by RED LIGHTHOUSE INVESTMENT 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 329,700 shares
    Change vs previous 13F +2,505 shares

    12.3% of the 13F portfolio, value $36,421,959.

    13F-HR 0001962166-26-000002 filed by RED LIGHTHOUSE INVESTMENT 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 327,195 shares
    Change vs previous 13F -3,498 shares

    11.94% of the 13F portfolio, value $33,367,346.

    13F-HR 0001962166-26-000001 filed by RED LIGHTHOUSE INVESTMENT 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 330,693 shares
    Change vs previous 13F -1,091 shares

    11.5% of the 13F portfolio, value $32,913,874.

    13F-HR 0001962166-25-000006 filed by RED LIGHTHOUSE INVESTMENT 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 331,784 shares
    Change vs previous 13F -11,930 shares

    11.55% of the 13F portfolio, value $30,225,522.

    13F-HR 0001962166-25-000005 filed by RED LIGHTHOUSE INVESTMENT 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 343,714 shares
    Change vs previous 13F +4,241 shares

    13.13% of the 13F portfolio, value $32,209,439.

    13F-HR 0001962166-25-000002 filed by RED LIGHTHOUSE INVESTMENT 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 339,473 shares
    Change vs previous 13F -2,132 shares

    12.96% of the 13F portfolio, value $32,769,329.

    13F-HR 0001962166-25-000001 filed by RED LIGHTHOUSE INVESTMENT 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 341,605 shares
    Change vs previous 13F not available

    12.81% of the 13F portfolio, value $32,777,000.

    13F-HR 0001962166-24-000004 filed by RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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