AllGen Financial Advisors, Inc.: AVEM position timeline

AllGen Financial Advisors, Inc. held 105,563 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 105,563 shares

   Change vs previous 13F +1,788 shares

   2.22% of the 13F portfolio, value $10,185,784.

   13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 103,775 shares

   Change vs previous 13F +14,121 shares

   1.98% of the 13F portfolio, value $8,362,229.

   13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2025-12-31

   13F 89,654 shares

   Change vs previous 13F +4,440 shares

   1.64% of the 13F portfolio, value $6,905,176.

   13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 85,214 shares

   Change vs previous 13F +14,103 shares

   1.57% of the 13F portfolio, value $6,400,424.

   13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 71,111 shares

   Change vs previous 13F not available

   1.31% of the 13F portfolio, value $4,873,948.

   13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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