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ROTHSCHILD INVESTMENT LLC: AVUV position timeline

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

ROTHSCHILD INVESTMENT LLC held 212,533 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,533 shares
    Change vs previous 13F +20,598 shares

    0.99% of the 13F portfolio, value $26,515,602.

    13F-HR 0001104659-26-091729 filed by ROTHSCHILD INVESTMENT 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 191,935 shares
    Change vs previous 13F +4,722 shares

    1.11% of the 13F portfolio, value $21,203,026.

    13F-HR 0001104659-26-056790 filed by ROTHSCHILD INVESTMENT 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 187,213 shares
    Change vs previous 13F +4,567 shares

    1.05% of the 13F portfolio, value $19,092,025.

    13F-HR 0001104659-26-012215 filed by ROTHSCHILD INVESTMENT 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 182,646 shares
    Change vs previous 13F +1,229 shares

    1.03% of the 13F portfolio, value $18,178,752.

    13F-HR 0001104659-25-108271 filed by ROTHSCHILD INVESTMENT 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 181,417 shares
    Change vs previous 13F +29,720 shares

    1.04% of the 13F portfolio, value $16,527,045.

    13F-HR 0001104659-25-075985 filed by ROTHSCHILD INVESTMENT 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 151,697 shares
    Change vs previous 13F +11,647 shares

    0.88% of the 13F portfolio, value $13,223,430.

    13F-HR 0001104659-25-032914 filed by ROTHSCHILD INVESTMENT 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 140,050 shares
    Change vs previous 13F +18,993 shares

    0.89% of the 13F portfolio, value $13,518,991.

    13F-HR 0001104659-25-008960 filed by ROTHSCHILD INVESTMENT 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 121,057 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $11,615,456.

    13F-HR 0001104659-24-109742 filed by ROTHSCHILD INVESTMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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