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Disclosery

CWM, LLC: AVUV position timeline

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

CWM, LLC held 340,064 AVUV shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 340,064 shares
    Change vs previous 13F +2,403 shares

    0.1% of the 13F portfolio, value $37,566,819.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 337,661 shares
    Change vs previous 13F +84,556 shares

    0.09% of the 13F portfolio, value $34,435,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 253,105 shares
    Change vs previous 13F +61,011 shares

    0.08% of the 13F portfolio, value $25,192,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 192,094 shares
    Change vs previous 13F +3,746 shares

    0.06% of the 13F portfolio, value $17,500,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 188,348 shares
    Change vs previous 13F +2,657 shares

    0.07% of the 13F portfolio, value $16,418,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 185,691 shares
    Change vs previous 13F -21,232 shares

    0.07% of the 13F portfolio, value $17,925,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 206,923 shares
    Change vs previous 13F +8,437 shares

    0.09% of the 13F portfolio, value $19,854,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 198,486 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $17,808,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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