USAdvisors Wealth Management, LLC: AVUV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of USAdvisors Wealth Management, LLC on AVUV, newest first. How the timeline and the estimate are built.
USAdvisors Wealth Management, LLC held 89,810 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 89,810 sharesChange vs previous 13F -10,599 shares
3.21% of the 13F portfolio, value $11,204,000.
13F-HR 0001735605-26-000003 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 100,409 sharesChange vs previous 13F +1,737 shares
3.61% of the 13F portfolio, value $10,871,000.
13F-HR 0001735605-26-000002 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 98,672 sharesChange vs previous 13F +3,901 shares
3.32% of the 13F portfolio, value $10,062,000.
13F-HR 0001735605-26-000001 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 94,771 sharesChange vs previous 13F +1,162 shares
3.25% of the 13F portfolio, value $9,432,000.
13F-HR 0001735605-25-000007 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 93,609 sharesChange vs previous 13F +9,686 shares
3.17% of the 13F portfolio, value $8,527,000.
13F-HR 0001735605-25-000004 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 83,923 sharesChange vs previous 13F +2,928 shares
2.55% of the 13F portfolio, value $7,315,000.
13F-HR 0001735605-25-000003 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 80,995 sharesChange vs previous 13F +35,386 shares
2.54% of the 13F portfolio, value $7,818,000.
13F-HR 0001735605-25-000001 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 45,609 sharesChange vs previous 13F not available
1.52% of the 13F portfolio, value $4,358,000.
13F-HR 0001735605-24-000004 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).