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Disclosery

Aveo Capital Partners, LLC: RWJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aveo Capital Partners, LLC on RWJ, newest first. How the timeline and the estimate are built.

Aveo Capital Partners, LLC held 0 RWJ shares at 2025-06-30 per its 13F-HR filed 2025-08-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -8,553 shares

    13F-HR 0001765380-25-000401 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-03-31
    13F 8,553 shares
    Change vs previous 13F -10,325 shares

    0.06% of the 13F portfolio, value $334,846.

    13F-HR 0001765380-25-000216 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 18,878 shares
    Change vs previous 13F -18,497 shares

    0.09% of the 13F portfolio, value $863,865.

    13F-HR 0001765380-25-000024 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 37,375 shares
    Change vs previous 13F -46,749 shares

    0.18% of the 13F portfolio, value $1,708,406.

    13F-HR 0001765380-24-000442 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 84,124 shares
    Change vs previous 13F -45,700 shares

    0.38% of the 13F portfolio, value $3,370,841.

    13F-HR 0001765380-24-000259 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 129,824 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,281,244.

    13F-HR 0001765380-24-000185 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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