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Disclosery

W.H. Cornerstone Investments Inc.: AVUV position timeline

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

W.H. Cornerstone Investments Inc. held 10,647 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,647 shares
    Change vs previous 13F +2,546 shares

    0.75% of the 13F portfolio, value $1,328,370.

    13F-HR 0002063364-26-000289 filed by W.H. Cornerstone Investments 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 8,101 shares
    Change vs previous 13F +4,989 shares

    0.56% of the 13F portfolio, value $894,873.

    13F-HR 0002063364-26-000122 filed by W.H. Cornerstone Investments 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 3,112 shares
    Change vs previous 13F +3,112 shares

    0.19% of the 13F portfolio, value $317,370.

    13F-HR 0002063364-26-000064 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,863 shares

    13F-HR 0002063364-25-000189 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 2,863 shares
    Change vs previous 13F -12,243 shares

    0.17% of the 13F portfolio, value $249,609.

    13F-HR 0002063364-25-000081 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 15,106 shares
    Change vs previous 13F +1,100 shares

    0.97% of the 13F portfolio, value $1,458,200.

    13F-HR 0001940823-25-000002 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 14,006 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,344,000.

    13F-HR 0001940823-24-000010 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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