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SAGE RHINO CAPITAL LLC: AVUV position timeline

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

SAGE RHINO CAPITAL LLC held 142,143 AVUV 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 142,143 shares
    Change vs previous 13F -16,221 shares

    2.92% of the 13F portfolio, value $17,733,724.

    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 158,364 shares
    Change vs previous 13F -366 shares

    3.27% of the 13F portfolio, value $17,494,473.

    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 158,730 shares
    Change vs previous 13F +1,374 shares

    3.06% of the 13F portfolio, value $16,187,262.

    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 157,356 shares
    Change vs previous 13F -4,693 shares

    3.03% of the 13F portfolio, value $15,661,635.

    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 162,049 shares
    Change vs previous 13F +3,945 shares

    3.12% of the 13F portfolio, value $14,762,660.

    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 158,104 shares
    Change vs previous 13F +15,083 shares

    3.2% of the 13F portfolio, value $13,781,898.

    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 143,021 shares
    Change vs previous 13F -5,645 shares

    3.01% of the 13F portfolio, value $13,805,797.

    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 148,666 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $14,264,518.

    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).