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Ariadne Wealth Management, LP: AVEE position timeline

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

Ariadne Wealth Management, LP held 26,831 AVEE 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 26,831 shares
    Change vs previous 13F +381 shares

    0.82% of the 13F portfolio, value $1,860,020.

    13F-HR 0002034793-26-000003 filed by Ariadne Wealth Management, 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 26,450 shares
    Change vs previous 13F +53 shares

    0.75% of the 13F portfolio, value $1,677,701.

    13F-HR 0002034793-26-000002 filed by Ariadne Wealth Management, 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 26,397 shares
    Change vs previous 13F -731 shares

    0.74% of the 13F portfolio, value $1,781,247.

    13F-HR 0002034793-26-000001 filed by Ariadne Wealth Management, 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 27,128 shares
    Change vs previous 13F -2,756 shares

    0.78% of the 13F portfolio, value $1,731,972.

    13F-HR 0002034793-25-000011 filed by Ariadne Wealth Management, 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 29,884 shares
    Change vs previous 13F -3,755 shares

    0.89% of the 13F portfolio, value $1,854,918.

    13F-HR 0002034793-25-000005 filed by Ariadne Wealth Management, 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 33,639 shares
    Change vs previous 13F -982 shares

    0.96% of the 13F portfolio, value $1,840,757.

    13F-HR 0002034793-25-000002 filed by Ariadne Wealth Management, 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 34,621 shares
    Change vs previous 13F +5,043 shares

    0.85% of the 13F portfolio, value $1,858,477.

    13F-HR 0002034793-25-000001 filed by Ariadne Wealth Management, 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 29,578 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,726,133.

    13F-HR 0002034793-24-000003 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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