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Disclosery

Allworth Financial LP: AVEM position timeline

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

Allworth Financial LP held 215,808 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,808 shares
    Change vs previous 13F +42,584 shares

    0.09% of the 13F portfolio, value $20,823,282.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 173,224 shares
    Change vs previous 13F +41,544 shares

    0.06% of the 13F portfolio, value $13,958,353.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 131,680 shares
    Change vs previous 13F +79,589 shares

    0.04% of the 13F portfolio, value $10,141,994.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 52,091 shares
    Change vs previous 13F +25,344 shares

    0.02% of the 13F portfolio, value $3,912,523.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 26,747 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $1,833,211.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 26,756 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $1,616,590.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 26,770 shares
    Change vs previous 13F -2,827 shares

    0.01% of the 13F portfolio, value $1,590,666.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 29,597 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,911,984.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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