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Sherrill & Hutchins Financial Advisory, Inc: AVUV position timeline

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

Sherrill & Hutchins Financial Advisory, Inc held 282,028 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 282,028 shares
    Change vs previous 13F -6,640 shares

    16.06% of the 13F portfolio, value $33,214,382.

    13F-HR 0002005607-26-000005 filed by Sherrill & Hutchins Financial Advisory, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 288,668 shares
    Change vs previous 13F -17,449 shares

    17.22% of the 13F portfolio, value $36,014,247.

    13F-HR 0002005607-26-000004 filed by Sherrill & Hutchins Financial Advisory, 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 306,117 shares
    Change vs previous 13F -6,241 shares

    19.97% of the 13F portfolio, value $33,816,788.

    13F-HR 0002005607-26-000002 filed by Sherrill & Hutchins Financial Advisory, 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 312,358 shares
    Change vs previous 13F +54 shares

    22.59% of the 13F portfolio, value $31,854,290.

    13F-HR 0002005607-26-000001 filed by Sherrill & Hutchins Financial Advisory, 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 312,304 shares
    Change vs previous 13F -3,630 shares

    22.52% of the 13F portfolio, value $31,083,655.

    13F-HR 0001085146-25-005832 filed by Sherrill & Hutchins Financial Advisory, 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 315,934 shares
    Change vs previous 13F +14,357 shares

    22.37% of the 13F portfolio, value $28,781,612.

    13F-HR 0001085146-25-003736 filed by Sherrill & Hutchins Financial Advisory, 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 301,577 shares
    Change vs previous 13F +7,435 shares

    22.41% of the 13F portfolio, value $26,288,449.

    13F-HR 0001085146-25-002024 filed by Sherrill & Hutchins Financial Advisory, 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 294,142 shares
    Change vs previous 13F not available

    25.1% of the 13F portfolio, value $28,393,535.

    13F-HR 0001085146-25-000172 filed by Sherrill & Hutchins Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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