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AVAII WEALTH MANAGEMENT, LLC: CAPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVAII WEALTH MANAGEMENT, LLC on CAPE, newest first. How the timeline and the estimate are built.

AVAII WEALTH MANAGEMENT, LLC held 21,267 CAPE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,267 shares
    Change vs previous 13F -1,615 shares

    0.19% of the 13F portfolio, value $655,240.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,882 shares
    Change vs previous 13F -475 shares

    0.22% of the 13F portfolio, value $742,252.

    13F-HR 0001951757-26-001196 filed by AVAII 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 ended2026-03-31
    13F 23,357 shares
    Change vs previous 13F -166 shares

    0.25% of the 13F portfolio, value $720,638.

    13F-HR 0001951757-26-000654 filed by AVAII 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 ended2025-12-31
    13F 23,523 shares
    Change vs previous 13F -596 shares

    0.27% of the 13F portfolio, value $758,292.

    13F-HR 0001951757-26-000068 filed by AVAII 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 ended2025-09-30
    13F 24,119 shares
    Change vs previous 13F -959 shares

    0.3% of the 13F portfolio, value $785,786.

    13F-HR 0001951757-25-001183 filed by AVAII 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 ended2025-06-30
    13F 25,078 shares
    Change vs previous 13F +917 shares

    0.35% of the 13F portfolio, value $797,727.

    13F-HR 0001951757-25-000828 filed by AVAII 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 ended2025-03-31
    13F/A 24,161 shares
    Change vs previous 13F -37 shares

    0.39% of the 13F portfolio, value $734,258.

    13F-HR/A 0001951757-25-000376 filed by AVAII 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 ended2024-12-31
    13F 24,198 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $725,147.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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