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Disclosery

Copley Financial Group, Inc.: AVEM position timeline

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

Copley Financial Group, Inc. held 2,343 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,343 shares
    Change vs previous 13F -852 shares

    0.14% of the 13F portfolio, value $226,076.

    13F-HR 0002045258-26-000003 filed by Copley Financial Group, Inc.
    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 3,195 shares
    Change vs previous 13F -147 shares

    0.16% of the 13F portfolio, value $257,453.

    13F-HR 0002045258-26-000002 filed by Copley Financial Group, Inc.
    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 3,342 shares
    Change vs previous 13F -98 shares

    0.16% of the 13F portfolio, value $257,401.

    13F-HR 0002045258-26-000001 filed by Copley Financial Group, Inc.
    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 3,440 shares
    Change vs previous 13F -62 shares

    0.18% of the 13F portfolio, value $258,378.

    13F-HR 0002045258-25-000006 filed by Copley Financial Group, Inc.
    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 3,502 shares
    Change vs previous 13F -195 shares

    0.18% of the 13F portfolio, value $240,027.

    13F-HR 0002045258-25-000004 filed by Copley Financial Group, Inc.
    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/A 3,697 shares
    Change vs previous 13F +3,697 shares

    0.17% of the 13F portfolio, value $222,448.

    13F-HR/A 0002045258-25-000003 filed by Copley Financial Group, Inc.
    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 0 shares
    Change vs previous 13F -14 shares

    13F-HR 0002045258-25-000001 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 14 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $904.

    13F-HR 0002045258-24-000002 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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