Skip to content
Disclosery

Rockwood Wealth Management, LLC: AVUS position timeline

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

Rockwood Wealth Management, LLC held 605,983 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 605,983 shares
    Change vs previous 13F -8,507 shares

    4.91% of the 13F portfolio, value $77,614,359.

    13F-HR 0002085853-26-000694 filed by Rockwood 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 614,490 shares
    Change vs previous 13F +38,641 shares

    4.89% of the 13F portfolio, value $68,318,989.

    13F-HR 0002085853-26-000532 filed by Rockwood 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 575,849 shares
    Change vs previous 13F -7,047 shares

    4.8% of the 13F portfolio, value $64,368,442.

    13F-HR 0002085853-26-000134 filed by Rockwood 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 582,896 shares
    Change vs previous 13F -12,805 shares

    5.06% of the 13F portfolio, value $63,360,800.

    13F-HR 0002085853-25-000067 filed by Rockwood 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 595,701 shares
    Change vs previous 13F +207,957 shares

    5.28% of the 13F portfolio, value $60,058,533.

    13F-HR 0001667731-25-000782 filed by Rockwood 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 387,744 shares
    Change vs previous 13F +25,763 shares

    3.65% of the 13F portfolio, value $35,819,814.

    13F-HR 0001667731-25-000417 filed by Rockwood 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 361,981 shares
    Change vs previous 13F -11,896 shares

    3.79% of the 13F portfolio, value $35,137,482.

    13F-HR 0001667731-25-000069 filed by Rockwood 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 373,877 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $35,574,439.

    13F-HR 0001983670-24-000005 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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