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Disclosery

Brown Financial Advisors: AVEM position timeline

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

Brown Financial Advisors held 49,149 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,149 shares
    Change vs previous 13F -7,473 shares

    1.66% of the 13F portfolio, value $4,742,387.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 56,622 shares
    Change vs previous 13F -1,732 shares

    1.73% of the 13F portfolio, value $4,562,601.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 58,354 shares
    Change vs previous 13F -466 shares

    1.64% of the 13F portfolio, value $4,494,425.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 58,820 shares
    Change vs previous 13F +759 shares

    1.63% of the 13F portfolio, value $4,417,970.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    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 58,061 shares
    Change vs previous 13F -1,682 shares

    1.55% of the 13F portfolio, value $3,979,501.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    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 59,743 shares
    Change vs previous 13F +25,148 shares

    1.48% of the 13F portfolio, value $3,594,736.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    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 34,595 shares
    Change vs previous 13F -442 shares

    0.82% of the 13F portfolio, value $2,033,840.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    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 35,037 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,263,390.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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