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Austin Wealth Management, LLC: AVES position timeline

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

Austin Wealth Management, LLC held 160,147 AVES 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 160,147 shares
    Change vs previous 13F +7,977 shares

    2.13% of the 13F portfolio, value $10,078,072.

    13F-HR 0002003112-26-000007 filed by Austin Wealth Management, 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 152,170 shares
    Change vs previous 13F -54,214 shares

    2.08% of the 13F portfolio, value $9,165,221.

    13F-HR 0002003112-26-000004 filed by Austin Wealth Management, 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 206,384 shares
    Change vs previous 13F +17,170 shares

    1.82% of the 13F portfolio, value $12,292,259.

    13F-HR 0002003112-26-000001 filed by Austin Wealth Management, LLC
    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 189,214 shares
    Change vs previous 13F +10,199 shares

    1.72% of the 13F portfolio, value $10,944,162.

    13F-HR 0002003112-25-000004 filed by Austin Wealth Management, LLC
    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 179,015 shares
    Change vs previous 13F +51,265 shares

    1.72% of the 13F portfolio, value $9,659,668.

    13F-HR 0001085146-25-004694 filed by Austin Wealth Management, LLC
    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 127,750 shares
    Change vs previous 13F +16,872 shares

    1.22% of the 13F portfolio, value $6,089,851.

    13F-HR 0001085146-25-002519 filed by Austin Wealth Management, LLC
    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 110,878 shares
    Change vs previous 13F +10,714 shares

    1.05% of the 13F portfolio, value $5,083,768.

    13F-HR 0001085146-25-000924 filed by Austin Wealth Management, LLC
    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 100,164 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $5,222,571.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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