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WMG Financial Advisors, LLC: AVUS position timeline

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

WMG Financial Advisors, LLC held 506,461 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 506,461 shares
    Change vs previous 13F +4,952 shares

    24.44% of the 13F portfolio, value $64,867,498.

    13F-HR 0002085853-26-000819 filed by WMG Financial Advisors, 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 501,509 shares
    Change vs previous 13F -485 shares

    23.26% of the 13F portfolio, value $55,757,776.

    13F-HR 0002085853-26-000472 filed by WMG Financial Advisors, 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 501,994 shares
    Change vs previous 13F -1,672 shares

    23.12% of the 13F portfolio, value $56,112,921.

    13F-HR 0002085853-26-000115 filed by WMG Financial Advisors, 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 503,666 shares
    Change vs previous 13F -4,712 shares

    18.26% of the 13F portfolio, value $54,748,445.

    13F-HR 0002085853-25-000146 filed by WMG Financial Advisors, 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 508,378 shares
    Change vs previous 13F +19,413 shares

    18.97% of the 13F portfolio, value $51,254,709.

    13F-HR 0001667731-25-000945 filed by WMG Financial Advisors, 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 488,965 shares
    Change vs previous 13F +24,949 shares

    19.21% of the 13F portfolio, value $45,170,575.

    13F-HR 0001667731-25-000597 filed by WMG Financial Advisors, 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 464,016 shares
    Change vs previous 13F +19,525 shares

    19.36% of the 13F portfolio, value $44,977,117.

    13F-HR 0001667731-25-000213 filed by WMG Financial Advisors, 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 444,491 shares
    Change vs previous 13F not available

    19.11% of the 13F portfolio, value $42,293,326.

    13F-HR 0001906711-24-000004 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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