AVUV AVANTIS

Ownership history in COWA, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which COWA, LLC reported a position in AVANTIS (AVUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.1% (2024 Q4)
Avg. % of fund
4.91%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 228,831 +8,031 +3.6% 7.03% $23.1M $101.72
2025 Q3 ADDED 220,800 +17,473 +8.6% 7.29% $22.0M $98.91
2025 Q2 ADDED 203,327 +10,132 +5.2% 7.06% $18.5M $90.12
2025 Q1 ADDED 193,195 +11,142 +6.1% 5.46% $12.8M $85.82
2024 Q4 ADDED 182,053 +13,832 +8.2% 8.10% $17.6M $94.68
2024 Q3 ADDED 168,221 +29,279 +21.1% 7.70% $16.2M $93.71
2024 Q2 ADDED 138,942 +6,978 +5.3% 6.65% $12.5M $87.27
2024 Q1 ADDED 131,964 +25,211 +23.6% 7.29% $12.4M $90.71
2023 Q4 ADDED 106,753 +2,093 +2.0% 5.98% $9.6M $86.63
2023 Q3 ADDED 104,660 +5,330 +5.4% 5.51% $8.2M $74.83
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUV price (monthly, adj. close)
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