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RETIREMENT FINANCIAL SOLUTIONS, LLC: AVUV position timeline

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

RETIREMENT FINANCIAL SOLUTIONS, LLC held 223,968 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,968 shares
    Change vs previous 13F +9,386 shares

    6.87% of the 13F portfolio, value $27,942,300.

    13F-HR 0001962532-26-000006 filed by RETIREMENT FINANCIAL SOLUTIONS, 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 214,582 shares
    Change vs previous 13F +1,558 shares

    6.78% of the 13F portfolio, value $23,704,920.

    13F-HR 0001962532-26-000005 filed by RETIREMENT FINANCIAL SOLUTIONS, 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 213,024 shares
    Change vs previous 13F +2,047 shares

    6.36% of the 13F portfolio, value $21,724,202.

    13F-HR 0001962532-26-000001 filed by RETIREMENT FINANCIAL SOLUTIONS, 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/A 210,977 shares
    Change vs previous 13F not available

    6.57% of the 13F portfolio, value $20,998,531.

    13F-HR/A 0001962532-26-000004 filed by RETIREMENT FINANCIAL SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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