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BCR Wealth Strategies, LLC: AVTM position timeline

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

BCR Wealth Strategies, LLC held 26,974 AVTM 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 26,974 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,468,000.

    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 26,974 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,268,000.

    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).