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Disclosery

Stone Summit Wealth LLC: AVUV position timeline

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

Stone Summit Wealth LLC held 43,877 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,877 shares
    Change vs previous 13F +136 shares

    1.39% of the 13F portfolio, value $5,474,095.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 43,741 shares
    Change vs previous 13F -662 shares

    1.34% of the 13F portfolio, value $4,832,068.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 44,403 shares
    Change vs previous 13F +703 shares

    1.23% of the 13F portfolio, value $4,528,218.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 43,700 shares
    Change vs previous 13F +297 shares

    1.23% of the 13F portfolio, value $4,349,472.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 43,403 shares
    Change vs previous 13F -9,191 shares

    1.22% of the 13F portfolio, value $3,954,021.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 52,594 shares
    Change vs previous 13F -1,677 shares

    1.55% of the 13F portfolio, value $4,584,623.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 54,271 shares
    Change vs previous 13F -8,196 shares

    1.76% of the 13F portfolio, value $5,238,782.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 62,467 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $5,993,709.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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