Aveo Capital Partners, LLC: HERD position timeline

Aveo Capital Partners, LLC held 0 HERD shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -27,315 shares

   13F-HR 0001765380-25-000216 filed by Aveo Capital Partners, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-12-31

   13F 27,315 shares

   Change vs previous 13F -48,961 shares

   0.11% of the 13F portfolio, value $1,035,463.

   13F-HR 0001765380-25-000024 filed by Aveo Capital Partners, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 76,276 shares

   Change vs previous 13F -31,108 shares

   0.32% of the 13F portfolio, value $3,054,080.

   13F-HR 0001765380-24-000442 filed by Aveo Capital Partners, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 107,384 shares

   Change vs previous 13F -64,229 shares

   0.45% of the 13F portfolio, value $3,991,307.

   13F-HR 0001765380-24-000259 filed by Aveo Capital Partners, LLC
   Filed 2024-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 171,613 shares

   Change vs previous 13F not available

   0.71% of the 13F portfolio, value $6,524,047.

   13F-HR 0001765380-24-000185 filed by Aveo Capital Partners, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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