Skip to content
Disclosery

Activest Wealth Management: AVEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Activest Wealth Management on AVEM, newest first. How the timeline and the estimate are built.

Activest Wealth Management held 55,350 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,350 shares
    Change vs previous 13F -9,175 shares

    1.03% of the 13F portfolio, value $5,340,732.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 64,525 shares
    Change vs previous 13F -49,414 shares

    0.91% of the 13F portfolio, value $5,199,390.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 113,939 shares
    Change vs previous 13F +1,992 shares

    1.64% of the 13F portfolio, value $8,775,598.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 111,947 shares
    Change vs previous 13F +97,653 shares

    1.7% of the 13F portfolio, value $8,408,308.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 14,294 shares
    Change vs previous 13F +669 shares

    0.24% of the 13F portfolio, value $979,715.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 13,625 shares
    Change vs previous 13F +955 shares

    0.22% of the 13F portfolio, value $819,823.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 12,670 shares
    Change vs previous 13F +2,255 shares

    0.21% of the 13F portfolio, value $744,876.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 10,415 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $672,809.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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