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WealthCollab, LLC: AVUV position timeline

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

WealthCollab, LLC held 104,901 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,901 shares
    Change vs previous 13F +783 shares

    4.74% of the 13F portfolio, value $13,087,449.

    13F-HR 0002017870-26-000003 filed by WealthCollab, 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 104,118 shares
    Change vs previous 13F +4,646 shares

    4.74% of the 13F portfolio, value $11,501,916.

    13F-HR 0002017870-26-000002 filed by WealthCollab, 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 99,472 shares
    Change vs previous 13F +5,152 shares

    4.15% of the 13F portfolio, value $10,144,155.

    13F-HR 0002017870-26-000001 filed by WealthCollab, 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 94,320 shares
    Change vs previous 13F +7,106 shares

    4.33% of the 13F portfolio, value $9,387,670.

    13F-HR 0002017870-25-000007 filed by WealthCollab, 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 87,214 shares
    Change vs previous 13F -28,406 shares

    4.46% of the 13F portfolio, value $7,945,196.

    13F-HR 0002017870-25-000005 filed by WealthCollab, 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 115,620 shares
    Change vs previous 13F +8,094 shares

    6.25% of the 13F portfolio, value $10,078,596.

    13F-HR 0002017870-25-000004 filed by WealthCollab, 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 107,526 shares
    Change vs previous 13F +6,696 shares

    6.65% of the 13F portfolio, value $10,379,485.

    13F-HR 0002017870-25-000001 filed by WealthCollab, 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 100,830 shares
    Change vs previous 13F not available

    6.37% of the 13F portfolio, value $9,674,639.

    13F-HR 0002017870-24-000005 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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