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Disclosery

BetterWealth, LLC: AVEM position timeline

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

BetterWealth, LLC held 104,621 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,621 shares
    Change vs previous 13F -4,483 shares

    1.79% of the 13F portfolio, value $10,094,902.

    13F-HR 0002085853-26-000799 filed by BetterWealth, 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 109,104 shares
    Change vs previous 13F +432 shares

    1.72% of the 13F portfolio, value $8,791,611.

    13F-HR 0002085853-26-000492 filed by BetterWealth, 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 108,672 shares
    Change vs previous 13F +3,185 shares

    1.91% of the 13F portfolio, value $8,369,917.

    13F-HR 0001911702-26-000001 filed by BetterWealth, 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 105,487 shares
    Change vs previous 13F +1,531 shares

    1.89% of the 13F portfolio, value $7,923,129.

    13F-HR 0001911702-25-000002 filed by BetterWealth, 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 103,956 shares
    Change vs previous 13F +7,150 shares

    1.82% of the 13F portfolio, value $7,125,144.

    13F-HR 0001085146-25-003797 filed by BetterWealth, 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 96,806 shares
    Change vs previous 13F +12,683 shares

    1.63% of the 13F portfolio, value $5,824,817.

    13F-HR 0001085146-25-002365 filed by BetterWealth, 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 84,123 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $4,945,591.

    13F-HR 0001085146-25-000425 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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