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Ruedi Wealth Management, Inc.: AVUS position timeline

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

Ruedi Wealth Management, Inc. held 35,389 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,389 shares
    Change vs previous 13F -221 shares

    1.06% of the 13F portfolio, value $4,532,682.

    13F-HR 0001940678-26-000003 filed by Ruedi Wealth Management, Inc.
    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 35,610 shares
    Change vs previous 13F +38 shares

    1.02% of the 13F portfolio, value $3,959,087.

    13F-HR 0001940678-26-000002 filed by Ruedi Wealth Management, Inc.
    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 35,572 shares
    Change vs previous 13F -414 shares

    1.04% of the 13F portfolio, value $3,976,234.

    13F-HR 0001940678-26-000001 filed by Ruedi Wealth Management, Inc.
    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 35,986 shares
    Change vs previous 13F +380 shares

    1.1% of the 13F portfolio, value $3,911,726.

    13F-HR 0001940678-25-000007 filed by Ruedi Wealth Management, Inc.
    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 35,606 shares
    Change vs previous 13F +22,553 shares

    1.06% of the 13F portfolio, value $3,589,761.

    13F-HR 0001940678-25-000003 filed by Ruedi Wealth Management, Inc.
    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 13,053 shares
    Change vs previous 13F -3,388 shares

    0.38% of the 13F portfolio, value $1,205,802.

    13F-HR 0001940678-25-000001 filed by Ruedi Wealth Management, Inc.
    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 16,441 shares
    Change vs previous 13F -70 shares

    0.5% of the 13F portfolio, value $1,593,590.

    13F-HR 0002046822-25-000002 filed by Ruedi Wealth Management, Inc.
    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 16,511 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,571,056.

    13F-HR 0001940678-24-000005 filed by Ruedi Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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