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Three Cord True Wealth Management, LLC: AVUV position timeline

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

Three Cord True Wealth Management, LLC held 128,141 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 128,141 shares
    Change vs previous 13F +6,803 shares

    7.61% of the 13F portfolio, value $15,986,838.

    13F-HR 0002085853-26-000823 filed by Three Cord True Wealth 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 121,338 shares
    Change vs previous 13F +6,753 shares

    7.45% of the 13F portfolio, value $13,404,158.

    13F-HR 0002085853-26-000502 filed by Three Cord True Wealth 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 114,585 shares
    Change vs previous 13F +11,664 shares

    6.8% of the 13F portfolio, value $11,685,357.

    13F-HR 0002085853-26-000203 filed by Three Cord True Wealth 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 102,921 shares
    Change vs previous 13F +2,497 shares

    6.93% of the 13F portfolio, value $10,243,757.

    13F-HR 0002085853-25-000223 filed by Three Cord True Wealth 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/A 100,424 shares
    Change vs previous 13F +6,266 shares

    6.83% of the 13F portfolio, value $9,148,684.

    13F-HR/A 0001667731-25-001055 filed by Three Cord True Wealth 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 94,158 shares
    Change vs previous 13F +5,404 shares

    7.04% of the 13F portfolio, value $8,207,718.

    13F-HR 0001667731-25-000477 filed by Three Cord True Wealth 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 88,754 shares
    Change vs previous 13F not available

    7.41% of the 13F portfolio, value $8,567,387.

    13F-HR 0001667731-25-000283 filed by Three Cord True Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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