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BCR Wealth Strategies, LLC: AVEM position timeline

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

BCR Wealth Strategies, LLC held 10,716 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,716 shares
    Change vs previous 13F -424 shares

    0.29% of the 13F portfolio, value $1,033,000.

    13F-HR 0001908380-26-000003 filed by BCR Wealth Strategies, 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 11,140 shares
    Change vs previous 13F -266 shares

    0.28% of the 13F portfolio, value $897,000.

    13F-HR 0001908380-26-000002 filed by BCR Wealth Strategies, 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 11,406 shares
    Change vs previous 13F -678 shares

    0.29% of the 13F portfolio, value $878,000.

    13F-HR 0001908380-26-000001 filed by BCR Wealth Strategies, 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 12,084 shares
    Change vs previous 13F -1,374 shares

    0.32% of the 13F portfolio, value $907,000.

    13F-HR 0001908380-25-000011 filed by BCR Wealth Strategies, 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 13,458 shares
    Change vs previous 13F -528 shares

    0.36% of the 13F portfolio, value $922,000.

    13F-HR 0001907157-25-000023 filed by BCR Wealth Strategies, 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 13,986 shares
    Change vs previous 13F -987 shares

    0.37% of the 13F portfolio, value $841,000.

    13F-HR 0001842974-25-000003 filed by BCR Wealth Strategies, 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 14,973 shares
    Change vs previous 13F -465 shares

    0.41% of the 13F portfolio, value $880,000.

    13F-HR 0001907157-25-000006 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,438 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $997,000.

    13F-HR 0001792704-24-000014 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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