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Echo Wealth Management, LLC: AVEM position timeline

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

Echo Wealth Management, LLC held 137,979 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,979 shares
    Change vs previous 13F +3,020 shares

    6.79% of the 13F portfolio, value $13,313,602.

    13F-HR 0001398344-26-012617 filed by Echo Wealth Management, 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 134,959 shares
    Change vs previous 13F +32,771 shares

    6.26% of the 13F portfolio, value $10,874,962.

    13F-HR 0001398344-26-006803 filed by Echo Wealth Management, 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 102,188 shares
    Change vs previous 13F +24,256 shares

    4.6% of the 13F portfolio, value $7,870,550.

    13F-HR 0001398344-26-001002 filed by Echo Wealth Management, 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 77,932 shares
    Change vs previous 13F +185 shares

    3.42% of the 13F portfolio, value $5,853,499.

    13F-HR 0001398344-25-019534 filed by Echo Wealth Management, 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 77,747 shares
    Change vs previous 13F +1,294 shares

    3.27% of the 13F portfolio, value $5,328,804.

    13F-HR 0001398344-25-013461 filed by Echo Wealth Management, 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 76,453 shares
    Change vs previous 13F -14,500 shares

    3.11% of the 13F portfolio, value $4,600,173.

    13F-HR 0001398344-25-007422 filed by Echo Wealth Management, 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 90,953 shares
    Change vs previous 13F +1,629 shares

    3.7% of the 13F portfolio, value $5,347,116.

    13F-HR 0001398344-25-000865 filed by Echo Wealth Management, 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 89,324 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $5,739,941.

    13F-HR 0001398344-24-019033 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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