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Disclosery

Avant Financial Advisors LLC: AVEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avant Financial Advisors LLC on AVEM, newest first. How the timeline and the estimate are built.

Avant Financial Advisors LLC held 91,426 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,426 shares
    Change vs previous 13F +5,110 shares

    5.49% of the 13F portfolio, value $8,821,709.

    13F-HR 0001951757-26-000953 filed by Avant Financial Advisors 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 86,316 shares
    Change vs previous 13F +3,004 shares

    4.89% of the 13F portfolio, value $6,955,355.

    13F-HR 0001951757-26-000711 filed by Avant Financial Advisors 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 83,312 shares
    Change vs previous 13F -617 shares

    4.61% of the 13F portfolio, value $6,416,702.

    13F-HR 0001951757-26-000158 filed by Avant Financial Advisors 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 83,929 shares
    Change vs previous 13F +2,876 shares

    4.75% of the 13F portfolio, value $6,303,918.

    13F-HR 0001951757-25-001262 filed by Avant Financial Advisors 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 81,053 shares
    Change vs previous 13F +5,439 shares

    4.58% of the 13F portfolio, value $5,555,383.

    13F-HR 0001951757-25-001021 filed by Avant Financial Advisors 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 75,614 shares
    Change vs previous 13F +5,354 shares

    4.13% of the 13F portfolio, value $4,549,703.

    13F-HR 0001951757-25-000542 filed by Avant Financial Advisors 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 70,260 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $4,130,594.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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