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AVAII WEALTH MANAGEMENT, LLC: FSMB position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 55,320 FSMB 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 55,320 shares
    Change vs previous 13F +1,194 shares

    0.31% of the 13F portfolio, value $1,079,841.

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

  2. period ended2026-06-30
    13F 54,126 shares
    Change vs previous 13F -1,038 shares

    0.32% of the 13F portfolio, value $1,081,973.

    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 55,164 shares
    Change vs previous 13F -162 shares

    0.38% of the 13F portfolio, value $1,101,073.

    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 55,326 shares
    Change vs previous 13F +5,753 shares

    0.4% of the 13F portfolio, value $1,109,018.

    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 49,573 shares
    Change vs previous 13F -1,199 shares

    0.38% of the 13F portfolio, value $995,435.

    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 50,772 shares
    Change vs previous 13F +9,037 shares

    0.45% of the 13F portfolio, value $1,010,607.

    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 41,735 shares
    Change vs previous 13F +5,635 shares

    0.44% of the 13F portfolio, value $829,269.

    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 36,100 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $716,215.

    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).