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SAGE RHINO CAPITAL LLC: AVUS position timeline

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

SAGE RHINO CAPITAL LLC held 66,304 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,304 shares
    Change vs previous 13F -7,500 shares

    1.4% of the 13F portfolio, value $8,492,228.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL 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 73,804 shares
    Change vs previous 13F -5,089 shares

    1.54% of the 13F portfolio, value $8,205,509.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL 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 78,893 shares
    Change vs previous 13F -2,460 shares

    1.67% of the 13F portfolio, value $8,818,634.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL 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 81,353 shares
    Change vs previous 13F -2,268 shares

    1.71% of the 13F portfolio, value $8,843,069.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL 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 83,621 shares
    Change vs previous 13F -19,278 shares

    1.78% of the 13F portfolio, value $8,430,663.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL 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 102,899 shares
    Change vs previous 13F +3,482 shares

    2.2% of the 13F portfolio, value $9,505,813.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL 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 99,417 shares
    Change vs previous 13F -3,045 shares

    2.1% of the 13F portfolio, value $9,636,497.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL 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 102,462 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $9,749,282.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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