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Yardley Wealth Management LLC: AVUV position timeline

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

Yardley Wealth Management LLC held 73,057 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,057 shares
    Change vs previous 13F -164 shares

    4.14% of the 13F portfolio, value $9,114,588.

    13F-HR 0002044323-26-000003 filed by Yardley Wealth Management 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 73,221 shares
    Change vs previous 13F +725 shares

    4.14% of the 13F portfolio, value $8,088,733.

    13F-HR 0002044323-26-000002 filed by Yardley Wealth Management 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 72,496 shares
    Change vs previous 13F +2,313 shares

    3.93% of the 13F portfolio, value $7,393,187.

    13F-HR 0002044323-26-000001 filed by Yardley Wealth Management 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 70,183 shares
    Change vs previous 13F -3,974 shares

    3.9% of the 13F portfolio, value $6,985,268.

    13F-HR 0002044323-25-000007 filed by Yardley Wealth Management 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 74,157 shares
    Change vs previous 13F +1,259 shares

    3.69% of the 13F portfolio, value $6,756,000.

    13F-HR 0002044323-25-000004 filed by Yardley Wealth Management 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 72,898 shares
    Change vs previous 13F -13,721 shares

    3.74% of the 13F portfolio, value $6,355,000.

    13F-HR 0002044323-25-000003 filed by Yardley Wealth Management 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 86,619 shares
    Change vs previous 13F +15,242 shares

    4.06% of the 13F portfolio, value $8,354,000.

    13F-HR 0002044323-25-000001 filed by Yardley Wealth Management 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 71,377 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $6,849,000.

    13F-HR 0002044323-24-000001 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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