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Westside Investment Management, Inc.: AVUV position timeline

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

Westside Investment Management, Inc. held 56,271 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,271 shares
    Change vs previous 13F +110 shares

    0.92% of the 13F portfolio, value $7,020,434.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, 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 56,161 shares
    Change vs previous 13F +4,678 shares

    0.95% of the 13F portfolio, value $6,208,605.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, 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 51,483 shares
    Change vs previous 13F +3,098 shares

    0.84% of the 13F portfolio, value $5,255,341.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, 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 48,385 shares
    Change vs previous 13F -379 shares

    0.77% of the 13F portfolio, value $4,817,458.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, 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 48,764 shares
    Change vs previous 13F +5,260 shares

    0.83% of the 13F portfolio, value $4,450,678.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, 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 43,504 shares
    Change vs previous 13F +11,987 shares

    0.81% of the 13F portfolio, value $3,793,458.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, 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 31,517 shares
    Change vs previous 13F +1,470 shares

    0.64% of the 13F portfolio, value $3,042,346.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, 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 30,047 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,883,237.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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