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SC&H Financial Advisors, Inc.: AVSF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SC&H Financial Advisors, Inc. on AVSF, newest first. How the timeline and the estimate are built.

SC&H Financial Advisors, Inc. held 29,969 AVSF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,969 shares
    Change vs previous 13F +1,146 shares

    0.19% of the 13F portfolio, value $1,395,577.

    13F-HR 0001907898-26-000004 filed by SC&H Financial Advisors, 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 28,823 shares
    Change vs previous 13F +9,310 shares

    0.2% of the 13F portfolio, value $1,348,931.

    13F-HR 0001907898-26-000002 filed by SC&H Financial Advisors, 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 19,513 shares
    Change vs previous 13F -525 shares

    0.14% of the 13F portfolio, value $918,765.

    13F-HR 0001085146-26-000096 filed by SC&H Financial Advisors, 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 20,038 shares
    Change vs previous 13F -233 shares

    0.15% of the 13F portfolio, value $946,056.

    13F-HR 0001907898-25-000003 filed by SC&H Financial Advisors, 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 20,271 shares
    Change vs previous 13F +429 shares

    0.16% of the 13F portfolio, value $953,357.

    13F-HR 0001085146-25-003920 filed by SC&H Financial Advisors, 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 19,842 shares
    Change vs previous 13F -161 shares

    0.18% of the 13F portfolio, value $927,437.

    13F-HR 0001085146-25-002250 filed by SC&H Financial Advisors, 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 20,003 shares
    Change vs previous 13F +776 shares

    0.19% of the 13F portfolio, value $922,918.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, 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 19,227 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $906,178.

    13F-HR 0001085146-24-005132 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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