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Disclosery

SVB WEALTH LLC: AVUV position timeline

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

SVB WEALTH LLC held 16,658 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,658 shares
    Change vs previous 13F +681 shares

    0.13% of the 13F portfolio, value $2,078,283.

    13F-HR 0001626116-26-000003 filed by SVB 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 15,977 shares
    Change vs previous 13F +1,000 shares

    0.12% of the 13F portfolio, value $1,765,016.

    13F-HR 0001626116-26-000002 filed by SVB 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 14,977 shares
    Change vs previous 13F +1,651 shares

    0.09% of the 13F portfolio, value $1,527,372.

    13F-HR 0001626116-26-000001 filed by SVB 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 13,326 shares
    Change vs previous 13F +3,131 shares

    0.07% of the 13F portfolio, value $1,326,322.

    13F-HR 0001626116-25-000005 filed by SVB 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 10,195 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $928,806.

    13F-HR 0001626116-25-000004 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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