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Disclosery

EnRich Financial Partners LLC: AVEM position timeline

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

EnRich Financial Partners LLC held 79,476 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,476 shares
    Change vs previous 13F -323 shares

    1.82% of the 13F portfolio, value $7,668,633.

    13F-HR 0001955091-26-000004 filed by EnRich Financial Partners 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 79,799 shares
    Change vs previous 13F +3,058 shares

    1.71% of the 13F portfolio, value $6,430,165.

    13F-HR 0001955091-26-000003 filed by EnRich Financial Partners 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 76,741 shares
    Change vs previous 13F +1,850 shares

    1.61% of the 13F portfolio, value $5,910,590.

    13F-HR 0001955091-26-000001 filed by EnRich Financial Partners 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 74,891 shares
    Change vs previous 13F -1,222 shares

    1.6% of the 13F portfolio, value $5,625,077.

    13F-HR 0001955091-25-000009 filed by EnRich Financial Partners 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 76,113 shares
    Change vs previous 13F +4,513 shares

    1.6% of the 13F portfolio, value $5,216,798.

    13F-HR 0001955091-25-000008 filed by EnRich Financial Partners 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 71,600 shares
    Change vs previous 13F +326 shares

    1.45% of the 13F portfolio, value $4,308,186.

    13F-HR 0001955091-25-000005 filed by EnRich Financial Partners 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 71,274 shares
    Change vs previous 13F +1,996 shares

    1.4% of the 13F portfolio, value $4,190,212.

    13F-HR 0001955091-25-000004 filed by EnRich Financial Partners 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 69,278 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $4,475,332.

    13F-HR 0000905729-24-000167 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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