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Buck Wealth Strategies, LLC: AVEM position timeline

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

Buck Wealth Strategies, LLC held 124,477 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,477 shares
    Change vs previous 13F +869 shares

    1.26% of the 13F portfolio, value $12,010,807.

    13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, 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 123,608 shares
    Change vs previous 13F +3,882 shares

    1.23% of the 13F portfolio, value $9,960,342.

    13F-HR 0001973259-26-000002 filed by Buck Wealth Strategies, 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 119,726 shares
    Change vs previous 13F -29,729 shares

    1.17% of the 13F portfolio, value $9,221,325.

    13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, 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 149,455 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $11,225,565.

    13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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