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

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

SC&H Financial Advisors, Inc. held 40,446 AVUV 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 40,446 shares
    Change vs previous 13F -436 shares

    0.66% of the 13F portfolio, value $4,763,268.

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

  2. period ended2026-06-30
    13F 40,882 shares
    Change vs previous 13F +291 shares

    0.68% of the 13F portfolio, value $5,100,424.

    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 40,591 shares
    Change vs previous 13F -490 shares

    0.68% of the 13F portfolio, value $4,484,136.

    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 41,081 shares
    Change vs previous 13F -713 shares

    0.65% of the 13F portfolio, value $4,189,453.

    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 41,794 shares
    Change vs previous 13F -10,299 shares

    0.68% of the 13F portfolio, value $4,159,794.

    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 52,093 shares
    Change vs previous 13F +865 shares

    0.81% of the 13F portfolio, value $4,745,701.

    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 51,228 shares
    Change vs previous 13F -863 shares

    0.88% of the 13F portfolio, value $4,465,555.

    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 52,091 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $5,028,302.

    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).