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Stephens Consulting, LLC: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stephens Consulting, LLC on AVUV, newest first. How the timeline and the estimate are built.

Stephens Consulting, LLC held 145,109 AVUV shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 145,109 shares
    Change vs previous 13F -1,413 shares

    4.78% of the 13F portfolio, value $14,798,235.

    13F-HR 0001961632-26-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 146,522 shares
    Change vs previous 13F -56,334 shares

    5.03% of the 13F portfolio, value $14,583,362.

    13F-HR 0001961632-25-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 202,856 shares
    Change vs previous 13F -14,854 shares

    4.41% of the 13F portfolio, value $18,480,190.

    13F-HR 0001961632-25-000004 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 217,710 shares
    Change vs previous 13F +9,669 shares

    4.77% of the 13F portfolio, value $18,977,808.

    13F-HR 0001961632-25-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 208,041 shares
    Change vs previous 13F +8,685 shares

    5.04% of the 13F portfolio, value $20,082,233.

    13F-HR 0001842787-25-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 199,356 shares
    Change vs previous 13F +5,876 shares

    4.9% of the 13F portfolio, value $19,128,234.

    13F-HR 0001961632-24-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 193,480 shares
    Change vs previous 13F +13,006 shares

    4.95% of the 13F portfolio, value $17,359,038.

    13F-HR 0001961632-24-000005 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 180,474 shares
    Change vs previous 13F not available

    5.19% of the 13F portfolio, value $16,912,249.

    13F-HR 0001961632-24-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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