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Zuckerman Investment Group, LLC: AVTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zuckerman Investment Group, LLC on AVTR, newest first. How the timeline and the estimate are built.

Zuckerman Investment Group, LLC held 27,223 AVTR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,223 shares
    Change vs previous 13F -10,274 shares

    0.02% of the 13F portfolio, value $269,508.

    13F-HR 0001423296-26-000008 filed by Zuckerman Investment Group, 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 37,497 shares
    Change vs previous 13F -1,712,072 shares

    0.03% of the 13F portfolio, value $293,976.

    13F-HR 0001423296-26-000005 filed by Zuckerman Investment Group, 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 1,749,569 shares
    Change vs previous 13F +26,047 shares

    1.79% of the 13F portfolio, value $20,050,061.

    13F-HR 0001423296-26-000002 filed by Zuckerman Investment Group, 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 1,723,522 shares
    Change vs previous 13F -60,904 shares

    1.99% of the 13F portfolio, value $21,509,555.

    13F-HR 0001423296-25-000015 filed by Zuckerman Investment Group, 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 1,784,426 shares
    Change vs previous 13F +512,325 shares

    2.33% of the 13F portfolio, value $24,018,374.

    13F-HR 0001423296-25-000008 filed by Zuckerman Investment Group, 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 1,272,101 shares
    Change vs previous 13F +166,269 shares

    2.21% of the 13F portfolio, value $20,620,757.

    13F-HR 0001423296-25-000004 filed by Zuckerman Investment Group, 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 1,105,832 shares
    Change vs previous 13F +170,592 shares

    2.32% of the 13F portfolio, value $24,184,546.

    13F-HR 0001423296-25-000001 filed by Zuckerman Investment Group, 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 935,240 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $24,194,659.

    13F-HR 0001423296-24-000014 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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