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Sterneck Capital Management, LLC: AVUV position timeline

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

Sterneck Capital Management, LLC held 61,958 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,958 shares
    Change vs previous 13F -445 shares

    3.31% of the 13F portfolio, value $7,729,941.

    13F-HR 0001438574-26-000003 filed by Sterneck Capital Management, LLC
    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 62,403 shares
    Change vs previous 13F +1,773 shares

    3.1% of the 13F portfolio, value $6,893,676.

    13F-HR 0001438574-26-000002 filed by Sterneck Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 60,630 shares
    Change vs previous 13F +3,082 shares

    2.78% of the 13F portfolio, value $6,183,066.

    13F-HR 0001438574-26-000001 filed by Sterneck Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 57,548 shares
    Change vs previous 13F +1,655 shares

    2.66% of the 13F portfolio, value $5,727,738.

    13F-HR 0001438574-25-000009 filed by Sterneck Capital Management, LLC
    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 55,893 shares
    Change vs previous 13F +4,438 shares

    2.58% of the 13F portfolio, value $5,091,869.

    13F-HR 0001438574-25-000003 filed by Sterneck Capital Management, LLC
    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 51,455 shares
    Change vs previous 13F +526 shares

    2.42% of the 13F portfolio, value $4,485,370.

    13F-HR 0001438574-25-000002 filed by Sterneck Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 50,929 shares
    Change vs previous 13F +1,557 shares

    2.66% of the 13F portfolio, value $4,916,182.

    13F-HR 0001438574-25-000001 filed by Sterneck Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 49,372 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $4,737,285.

    13F-HR 0001438574-24-000007 filed by Sterneck Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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