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Tarbox Family Office, Inc.: AVUV position timeline

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

Tarbox Family Office, Inc. held 222,938 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,938 shares
    Change vs previous 13F +1,069 shares

    3.98% of the 13F portfolio, value $27,813,776.

    13F-HR 0001599603-26-000006 filed by Tarbox Family Office, 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 221,869 shares
    Change vs previous 13F +2,870 shares

    3.98% of the 13F portfolio, value $24,509,907.

    13F-HR 0001599603-26-000003 filed by Tarbox Family Office, 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 218,999 shares
    Change vs previous 13F +10,294 shares

    3.59% of the 13F portfolio, value $22,333,481.

    13F-HR 0001599603-26-000001 filed by Tarbox Family Office, 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 208,705 shares
    Change vs previous 13F +1,069 shares

    3.05% of the 13F portfolio, value $20,772,416.

    13F-HR 0001599603-25-000002 filed by Tarbox Family Office, 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 207,636 shares
    Change vs previous 13F +1,408 shares

    2.84% of the 13F portfolio, value $18,915,673.

    13F-HR 0001085146-25-004840 filed by Tarbox Family Office, 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 206,228 shares
    Change vs previous 13F -8,501 shares

    2.99% of the 13F portfolio, value $17,976,888.

    13F-HR 0001085146-25-002826 filed by Tarbox Family Office, 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 214,729 shares
    Change vs previous 13F +1,977 shares

    3.42% of the 13F portfolio, value $20,727,829.

    13F-HR 0001085146-25-000302 filed by Tarbox Family Office, 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 212,752 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $20,413,547.

    13F-HR 0001085146-24-005089 filed by Tarbox Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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