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CAPTRUST FINANCIAL ADVISORS: AVEM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 10,511 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,511 shares
    Change vs previous 13F +5,039 shares

    <0.01% of the 13F portfolio, value $1,014,206.

    13F-HR 0001062993-26-004295 filed by CAPTRUST 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 5,472 shares
    Change vs previous 13F +2,356 shares

    <0.01% of the 13F portfolio, value $440,903.

    13F-HR 0001062993-26-002655 filed by CAPTRUST 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 3,116 shares
    Change vs previous 13F -2,553 shares

    <0.01% of the 13F portfolio, value $239,994.

    13F-HR 0001062993-26-000955 filed by CAPTRUST 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 5,669 shares
    Change vs previous 13F -516 shares

    <0.01% of the 13F portfolio, value $425,771.

    13F-HR 0001062993-25-016947 filed by CAPTRUST 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 6,185 shares
    Change vs previous 13F -209 shares

    <0.01% of the 13F portfolio, value $423,895.

    13F-HR 0001062993-25-014473 filed by CAPTRUST 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 6,394 shares
    Change vs previous 13F -655 shares

    <0.01% of the 13F portfolio, value $384,705.

    13F-HR 0001062993-25-009406 filed by CAPTRUST 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 7,049 shares
    Change vs previous 13F +3,586 shares

    <0.01% of the 13F portfolio, value $414,389.

    13F-HR 0001062993-25-002458 filed by CAPTRUST 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 3,463 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,710.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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