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ACIMA PRIVATE WEALTH, LLC: AVEM position timeline

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

ACIMA PRIVATE WEALTH, LLC held 98,961 AVEM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 98,961 shares
    Change vs previous 13F +7,855 shares

    2.7% of the 13F portfolio, value $9,304,313.

    13F-HR 0001761961-26-000005 filed by ACIMA PRIVATE WEALTH, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 91,106 shares
    Change vs previous 13F -7,280 shares

    2.55% of the 13F portfolio, value $8,790,818.

    13F-HR 0001761961-26-000004 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 98,386 shares
    Change vs previous 13F -7 shares

    2.49% of the 13F portfolio, value $7,927,944.

    13F-HR 0001761961-26-000003 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 98,393 shares
    Change vs previous 13F -8,284 shares

    2.35% of the 13F portfolio, value $7,578,229.

    13F-HR 0001761961-26-000001 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 106,677 shares
    Change vs previous 13F +5,399 shares

    2.51% of the 13F portfolio, value $8,012,509.

    13F-HR 0001761961-25-000006 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 101,278 shares
    Change vs previous 13F -2,282 shares

    2.37% of the 13F portfolio, value $6,941,594.

    13F-HR 0001761961-25-000003 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 103,560 shares
    Change vs previous 13F +58,448 shares

    2.24% of the 13F portfolio, value $6,231,205.

    13F-HR 0001761961-25-000002 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 45,112 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,652,134.

    13F-HR 0001761961-25-000001 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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