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Brady Martz Wealth Solutions, LLC: AVEM position timeline

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

Brady Martz Wealth Solutions, LLC held 39,655 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,655 shares
    Change vs previous 13F -7 shares

    0.58% of the 13F portfolio, value $3,826,307.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 39,662 shares
    Change vs previous 13F -68 shares

    0.54% of the 13F portfolio, value $3,195,967.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 39,730 shares
    Change vs previous 13F -1,065 shares

    0.54% of the 13F portfolio, value $3,059,970.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 40,795 shares
    Change vs previous 13F -396 shares

    0.56% of the 13F portfolio, value $3,064,118.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 41,191 shares
    Change vs previous 13F +23,376 shares

    0.55% of the 13F portfolio, value $2,823,236.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 17,815 shares
    Change vs previous 13F -3,564 shares

    0.24% of the 13F portfolio, value $1,071,929.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 21,379 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,233,782.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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