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Disclosery

Alpha Financial Advisors, LLC: AVEM position timeline

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

Alpha Financial Advisors, LLC held 237,632 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,632 shares
    Change vs previous 13F +3,040 shares

    6.4% of the 13F portfolio, value $22,929,072.

    13F-HR 0001972138-26-000003 filed by Alpha Financial Advisors, LLC
    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 234,592 shares
    Change vs previous 13F -3,043 shares

    5.79% of the 13F portfolio, value $18,903,422.

    13F-HR 0001972138-26-000002 filed by Alpha Financial Advisors, LLC
    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 237,635 shares
    Change vs previous 13F not available

    5.6% of the 13F portfolio, value $18,302,672.

    13F-HR 0001972138-26-000001 filed by Alpha Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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