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Disclosery

True Wealth Design, LLC: AVUV position timeline

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

True Wealth Design, LLC held 106,378 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,378 shares
    Change vs previous 13F +10,342 shares

    3.16% of the 13F portfolio, value $13,271,703.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, 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 96,036 shares
    Change vs previous 13F +5,282 shares

    2.94% of the 13F portfolio, value $10,609,070.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, 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 90,754 shares
    Change vs previous 13F -353 shares

    2.71% of the 13F portfolio, value $9,255,104.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, 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 91,107 shares
    Change vs previous 13F -452 shares

    2.77% of the 13F portfolio, value $9,067,847.

    13F-HR 0001966033-25-000008 filed by True Wealth Design, 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 91,559 shares
    Change vs previous 13F -1,063 shares

    2.94% of the 13F portfolio, value $8,340,982.

    13F-HR 0001966033-25-000004 filed by True Wealth Design, 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 92,622 shares
    Change vs previous 13F -1,199 shares

    3.08% of the 13F portfolio, value $8,073,867.

    13F-HR 0001966033-25-000003 filed by True Wealth Design, 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 93,821 shares
    Change vs previous 13F -1,655 shares

    3.51% of the 13F portfolio, value $9,056,590.

    13F-HR 0001966033-25-000001 filed by True Wealth Design, 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 95,476 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $9,160,895.

    13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

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