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Truepoint, Inc.: AVUV position timeline

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

Truepoint, Inc. held 2,653,956 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,653,956 shares
    Change vs previous 13F -217,977 shares

    6.91% of the 13F portfolio, value $331,107,556.

    13F-HR 0001765380-26-000257 filed by Truepoint, 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 2,871,933 shares
    Change vs previous 13F +24,783 shares

    7.07% of the 13F portfolio, value $317,262,404.

    13F-HR 0001765380-26-000192 filed by Truepoint, 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 2,847,150 shares
    Change vs previous 13F +97,375 shares

    6.53% of the 13F portfolio, value $290,352,324.

    13F-HR 0001765380-26-000107 filed by Truepoint, 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 2,749,775 shares
    Change vs previous 13F +56,652 shares

    6.37% of the 13F portfolio, value $273,685,098.

    13F-HR 0001765380-25-000491 filed by Truepoint, 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 2,693,123 shares
    Change vs previous 13F +154,080 shares

    6.11% of the 13F portfolio, value $245,343,472.

    13F-HR 0001765380-25-000316 filed by Truepoint, 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 2,539,043 shares
    Change vs previous 13F +257,596 shares

    6% of the 13F portfolio, value $221,328,400.

    13F-HR 0001765380-25-000212 filed by Truepoint, 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 2,281,447 shares
    Change vs previous 13F +34,564 shares

    5.89% of the 13F portfolio, value $220,228,118.

    13F-HR 0001765380-25-000073 filed by Truepoint, 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 2,246,883 shares
    Change vs previous 13F not available

    5.79% of the 13F portfolio, value $215,588,418.

    13F-HR 0001765380-24-000441 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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