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BWM Planning, LLC: AVNM position timeline

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

BWM Planning, LLC held 406,514 AVNM 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 406,514 shares
    Change vs previous 13F +27,507 shares

    7.77% of the 13F portfolio, value $33,488,649.

    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 379,007 shares
    Change vs previous 13F +43,660 shares

    7.61% of the 13F portfolio, value $28,868,979.

    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 335,347 shares
    Change vs previous 13F +75,249 shares

    6.59% of the 13F portfolio, value $24,654,711.

    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 260,098 shares
    Change vs previous 13F +21,455 shares

    5.46% of the 13F portfolio, value $18,362,943.

    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 238,643 shares
    Change vs previous 13F +45,565 shares

    5.37% of the 13F portfolio, value $15,585,796.

    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 193,078 shares
    Change vs previous 13F +17,211 shares

    4.76% of the 13F portfolio, value $11,258,723.

    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 175,867 shares
    Change vs previous 13F +20,624 shares

    4.19% of the 13F portfolio, value $9,632,022.

    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 155,243 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $9,315,951.

    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).