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Disclosery

Brown Financial Advisory: AVEM position timeline

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

Brown Financial Advisory held 3,706 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,706 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $357,592.

    13F-HR 0001843853-26-000004 filed by Brown Financial Advisory
    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 3,706 shares
    Change vs previous 13F -1,853 shares

    0.15% of the 13F portfolio, value $298,630.

    13F-HR 0001843853-26-000002 filed by Brown Financial Advisory
    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 5,559 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $428,155.

    13F-HR 0001843853-26-000001 filed by Brown Financial Advisory
    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 5,559 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $417,537.

    13F-HR 0001843853-25-000002 filed by Brown Financial Advisory
    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 5,559 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $381,014.

    13F-HR 0001085146-25-004194 filed by Brown Financial Advisory
    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 5,559 shares
    Change vs previous 13F -40,817 shares

    0.21% of the 13F portfolio, value $334,486.

    13F-HR 0001085146-25-002457 filed by Brown Financial Advisory
    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 46,376 shares
    Change vs previous 13F -315 shares

    1.94% of the 13F portfolio, value $2,726,446.

    13F-HR 0001085146-25-000458 filed by Brown Financial Advisory
    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 46,691 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $3,016,239.

    13F-HR 0001085146-24-005123 filed by Brown Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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