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Shotwell Rutter Baer Inc: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shotwell Rutter Baer Inc on AVUV, newest first. How the timeline and the estimate are built.

Shotwell Rutter Baer Inc held 103,556 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,556 shares
    Change vs previous 13F -2,763 shares

    7.09% of the 13F portfolio, value $12,919,669.

    13F-HR 0001754960-26-000573 filed by Shotwell Rutter Baer 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 106,319 shares
    Change vs previous 13F +1,583 shares

    6.9% of the 13F portfolio, value $11,745,102.

    13F-HR 0001754960-26-000301 filed by Shotwell Rutter Baer 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 104,736 shares
    Change vs previous 13F +3,263 shares

    6.74% of the 13F portfolio, value $11,222,488.

    13F-HR 0001754960-26-000025 filed by Shotwell Rutter Baer 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 101,473 shares
    Change vs previous 13F +279 shares

    6.54% of the 13F portfolio, value $10,134,146.

    13F-HR 0001754960-25-000654 filed by Shotwell Rutter Baer 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 101,194 shares
    Change vs previous 13F +5,216 shares

    6.53% of the 13F portfolio, value $9,614,413.

    13F-HR 0001754960-25-000322 filed by Shotwell Rutter Baer 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 95,978 shares
    Change vs previous 13F +2,258 shares

    6.6% of the 13F portfolio, value $7,486,314.

    13F-HR 0001754960-25-000162 filed by Shotwell Rutter Baer 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 93,720 shares
    Change vs previous 13F -967 shares

    7.48% of the 13F portfolio, value $8,874,323.

    13F-HR 0001754960-25-000013 filed by Shotwell Rutter Baer 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 94,687 shares
    Change vs previous 13F not available

    7.46% of the 13F portfolio, value $9,073,819.

    13F-HR 0001754960-24-000472 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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