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Broadway Wealth Solutions, Inc.: AVEM position timeline

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

Broadway Wealth Solutions, Inc. held 86,728 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,728 shares
    Change vs previous 13F +634 shares

    3.91% of the 13F portfolio, value $8,368,399.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
    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 86,094 shares
    Change vs previous 13F -558 shares

    3.59% of the 13F portfolio, value $6,937,430.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
    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 86,652 shares
    Change vs previous 13F +34 shares

    3.56% of the 13F portfolio, value $6,673,908.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
    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 86,618 shares
    Change vs previous 13F +6,749 shares

    3.65% of the 13F portfolio, value $6,505,903.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
    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 79,869 shares
    Change vs previous 13F +4,474 shares

    3.41% of the 13F portfolio, value $5,474,244.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
    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 75,395 shares
    Change vs previous 13F +6,428 shares

    3.31% of the 13F portfolio, value $4,536,511.

    13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, Inc.
    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 68,967 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $4,054,590.

    13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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