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Disclosery

Zhang Financial LLC: AVUV position timeline

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

Zhang Financial LLC held 196,622 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,622 shares
    Change vs previous 13F +18,488 shares

    0.72% of the 13F portfolio, value $24,530,561.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 178,134 shares
    Change vs previous 13F +14,001 shares

    0.68% of the 13F portfolio, value $19,678,552.

    13F-HR 0001776290-26-000004 filed by Zhang Financial 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 164,133 shares
    Change vs previous 13F +26,379 shares

    0.62% of the 13F portfolio, value $16,738,205.

    13F-HR 0001776290-26-000002 filed by Zhang Financial 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 137,754 shares
    Change vs previous 13F +41,308 shares

    0.56% of the 13F portfolio, value $13,710,640.

    13F-HR 0001776290-25-000006 filed by Zhang Financial 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 96,446 shares
    Change vs previous 13F +56,917 shares

    0.41% of the 13F portfolio, value $8,786,269.

    13F-HR 0001776290-25-000005 filed by Zhang Financial 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 39,529 shares
    Change vs previous 13F +19,044 shares

    0.18% of the 13F portfolio, value $3,445,767.

    13F-HR 0001776290-25-000002 filed by Zhang Financial 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 20,485 shares
    Change vs previous 13F +5,512 shares

    0.11% of the 13F portfolio, value $1,977,415.

    13F-HR 0001776290-25-000001 filed by Zhang Financial 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 14,973 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,436,636.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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