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Disclosery

Wright Wealth LLC: AVUV position timeline

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

Wright Wealth LLC held 59,505 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,505 shares
    Change vs previous 13F +635 shares

    4.46% of the 13F portfolio, value $7,423,842.

    13F-HR 0002085853-26-000898 filed by Wright Wealth 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 58,870 shares
    Change vs previous 13F +1,766 shares

    4.35% of the 13F portfolio, value $6,503,410.

    13F-HR 0002085853-26-000596 filed by Wright Wealth 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 57,104 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $5,823,507.

    13F-HR 0001437749-26-004178 filed by Wright Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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