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Disclosery

Trajan Wealth LLC: AVUV position timeline

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

Trajan Wealth LLC held 11,601 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,601 shares
    Change vs previous 13F -94 shares

    0.05% of the 13F portfolio, value $1,447,330.

    13F-HR 0001934415-26-000005 filed by Trajan 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 11,695 shares
    Change vs previous 13F -34 shares

    0.05% of the 13F portfolio, value $1,291,969.

    13F-HR 0001934415-26-000004 filed by Trajan 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 11,729 shares
    Change vs previous 13F -712 shares

    0.05% of the 13F portfolio, value $1,196,100.

    13F-HR 0001934415-26-000001 filed by Trajan 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 12,441 shares
    Change vs previous 13F -755 shares

    0.05% of the 13F portfolio, value $1,238,235.

    13F-HR 0001934415-25-000005 filed by Trajan 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 13,196 shares
    Change vs previous 13F -88 shares

    0.06% of the 13F portfolio, value $1,202,195.

    13F-HR 0001934415-25-000004 filed by Trajan 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 13,284 shares
    Change vs previous 13F -32 shares

    0.06% of the 13F portfolio, value $1,157,992.

    13F-HR 0001085146-25-002998 filed by Trajan 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 13,316 shares
    Change vs previous 13F -576 shares

    0.07% of the 13F portfolio, value $1,285,414.

    13F-HR 0001934415-25-000002 filed by Trajan 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 13,892 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,332,948.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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