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REGATTA CAPITAL GROUP, LLC: AVUV position timeline

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

REGATTA CAPITAL GROUP, LLC held 231,102 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,102 shares
    Change vs previous 13F -6,733 shares

    3.88% of the 13F portfolio, value $28,832,254.

    13F-HR 0001951757-26-001244 filed by REGATTA CAPITAL 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 237,835 shares
    Change vs previous 13F +9,115 shares

    3.98% of the 13F portfolio, value $26,273,551.

    13F-HR 0001951757-26-000616 filed by REGATTA CAPITAL 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 228,720 shares
    Change vs previous 13F +12,147 shares

    3.52% of the 13F portfolio, value $23,324,895.

    13F-HR 0001951757-26-000051 filed by REGATTA CAPITAL 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 216,573 shares
    Change vs previous 13F +6,343 shares

    3.4% of the 13F portfolio, value $21,555,461.

    13F-HR 0001951757-25-001169 filed by REGATTA CAPITAL 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 210,230 shares
    Change vs previous 13F +3,213 shares

    3.29% of the 13F portfolio, value $19,151,888.

    13F-HR 0001951757-25-000855 filed by REGATTA CAPITAL 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 207,017 shares
    Change vs previous 13F +73,137 shares

    3.49% of the 13F portfolio, value $18,045,699.

    13F-HR 0001951757-25-000361 filed by REGATTA CAPITAL 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 133,880 shares
    Change vs previous 13F +6,749 shares

    2.51% of the 13F portfolio, value $12,923,433.

    13F-HR 0001951757-25-000087 filed by REGATTA CAPITAL 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 127,131 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $12,198,244.

    13F-HR 0001951757-24-001040 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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