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Disclosery

ENZI WEALTH: AVES position timeline

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

ENZI WEALTH held 20,581 AVES shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,581 shares
    Change vs previous 13F -1,895 shares

    0.42% of the 13F portfolio, value $1,321,924.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 22,476 shares
    Change vs previous 13F -2,698 shares

    0.47% of the 13F portfolio, value $1,348,090.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 25,174 shares
    Change vs previous 13F -77,933 shares

    0.54% of the 13F portfolio, value $1,536,898.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 103,107 shares
    Change vs previous 13F +315 shares

    2.09% of the 13F portfolio, value $5,933,787.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 102,792 shares
    Change vs previous 13F -1,225 shares

    2.03% of the 13F portfolio, value $5,542,557.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 104,017 shares
    Change vs previous 13F +4,021 shares

    2.01% of the 13F portfolio, value $4,958,492.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 99,996 shares
    Change vs previous 13F +6,629 shares

    1.76% of the 13F portfolio, value $4,618,799.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 93,367 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $4,832,783.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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