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

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

SC&H Financial Advisors, Inc. held 652,755 AVUS shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 652,755 shares
    Change vs previous 13F +9,211 shares

    11.58% of the 13F portfolio, value $83,611,401.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 643,544 shares
    Change vs previous 13F +7,752 shares

    10.93% of the 13F portfolio, value $82,425,056.

    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).

  3. period ended2026-03-31
    13F 635,792 shares
    Change vs previous 13F +7,994 shares

    10.66% of the 13F portfolio, value $70,687,314.

    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).

  4. period ended2025-12-31
    13F 627,798 shares
    Change vs previous 13F -10,135 shares

    10.86% of the 13F portfolio, value $70,175,310.

    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).

  5. period ended2025-09-30
    13F 637,933 shares
    Change vs previous 13F -37,551 shares

    11.31% of the 13F portfolio, value $69,343,265.

    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).

  6. period ended2025-06-30
    13F 675,484 shares
    Change vs previous 13F +37,908 shares

    11.63% of the 13F portfolio, value $68,102,259.

    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).

  7. period ended2025-03-31
    13F 637,576 shares
    Change vs previous 13F +20,307 shares

    11.59% of the 13F portfolio, value $58,899,276.

    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).

  8. period ended2024-12-31
    13F 617,269 shares
    Change vs previous 13F not available

    12.36% of the 13F portfolio, value $59,831,870.

    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).