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ENTREWEALTH, LLC: AVES position timeline

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

ENTREWEALTH, LLC held 60,900 AVES shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,900 shares
    Change vs previous 13F +5,740 shares

    1.46% of the 13F portfolio, value $3,952,403.

    13F-HR 0001941040-26-000601 filed by ENTREWEALTH, 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 55,160 shares
    Change vs previous 13F +4,619 shares

    1.48% of the 13F portfolio, value $3,308,503.

    13F-HR 0001941040-26-000368 filed by ENTREWEALTH, 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 50,541 shares
    Change vs previous 13F +5,456 shares

    1.45% of the 13F portfolio, value $3,208,847.

    13F-HR 0001941040-26-000157 filed by ENTREWEALTH, 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 45,085 shares
    Change vs previous 13F +7,806 shares

    1.33% of the 13F portfolio, value $2,586,520.

    13F-HR 0001941040-25-000638 filed by ENTREWEALTH, 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 37,279 shares
    Change vs previous 13F +9,443 shares

    1.38% of the 13F portfolio, value $1,996,108.

    13F-HR 0001941040-25-000427 filed by ENTREWEALTH, 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 27,836 shares
    Change vs previous 13F +10,865 shares

    1.01% of the 13F portfolio, value $1,312,758.

    13F-HR 0001941040-25-000308 filed by ENTREWEALTH, 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 16,971 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $889,026.

    13F-HR 0001941040-25-000103 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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