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WMG Financial Advisors, LLC: AVUV position timeline

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

WMG Financial Advisors, LLC held 288,366 AVUV 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 288,366 shares
    Change vs previous 13F -797 shares

    13.56% of the 13F portfolio, value $35,976,539.

    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 289,163 shares
    Change vs previous 13F -10,202 shares

    13.33% of the 13F portfolio, value $31,943,861.

    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 299,365 shares
    Change vs previous 13F -2,109 shares

    12.58% of the 13F portfolio, value $30,529,197.

    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 301,474 shares
    Change vs previous 13F -3,355 shares

    10.01% of the 13F portfolio, value $30,005,742.

    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 304,829 shares
    Change vs previous 13F +12,821 shares

    10.28% of the 13F portfolio, value $27,769,958.

    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 292,008 shares
    Change vs previous 13F +19,176 shares

    10.83% of the 13F portfolio, value $25,454,342.

    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 272,832 shares
    Change vs previous 13F +18,589 shares

    11.34% of the 13F portfolio, value $26,336,484.

    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 254,243 shares
    Change vs previous 13F not available

    11.02% of the 13F portfolio, value $24,394,634.

    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).