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Disclosery

BWM Planning, LLC: AVEM position timeline

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

BWM Planning, LLC held 57,500 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 57,500 shares
    Change vs previous 13F +3,821 shares

    1.29% of the 13F portfolio, value $5,548,183.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 53,679 shares
    Change vs previous 13F -1,027 shares

    1.14% of the 13F portfolio, value $4,325,433.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 54,706 shares
    Change vs previous 13F -1,403 shares

    1.13% of the 13F portfolio, value $4,213,435.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 56,109 shares
    Change vs previous 13F +2,223 shares

    1.25% of the 13F portfolio, value $4,214,383.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 53,886 shares
    Change vs previous 13F +10,743 shares

    1.27% of the 13F portfolio, value $3,693,366.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 43,143 shares
    Change vs previous 13F +1,619 shares

    1.1% of the 13F portfolio, value $2,595,909.

    13F-HR 0001085146-25-003157 filed by BWM Planning, 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 41,524 shares
    Change vs previous 13F +3,869 shares

    1.06% of the 13F portfolio, value $2,441,191.

    13F-HR 0001085146-25-000408 filed by BWM Planning, LLC
    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 37,655 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,432,494.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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