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AVAII WEALTH MANAGEMENT, LLC: KWEB position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 28,865 KWEB 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 28,865 shares
    Change vs previous 13F +12,697 shares

    0.2% of the 13F portfolio, value $688,721.

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

  2. period ended2026-06-30
    13F 16,168 shares
    Change vs previous 13F +6,076 shares

    0.12% of the 13F portfolio, value $395,641.

    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 10,092 shares
    Change vs previous 13F -3,196 shares

    0.1% of the 13F portfolio, value $286,906.

    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 13,288 shares
    Change vs previous 13F +1,882 shares

    0.16% of the 13F portfolio, value $452,454.

    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 11,406 shares
    Change vs previous 13F -920 shares

    0.18% of the 13F portfolio, value $479,161.

    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 12,326 shares
    Change vs previous 13F -3,820 shares

    0.19% of the 13F portfolio, value $423,151.

    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 16,146 shares
    Change vs previous 13F -4,282 shares

    0.3% of the 13F portfolio, value $563,656.

    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 20,428 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $597,320.

    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).