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Evensky & Katz LLC: AVMV position timeline

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

Evensky & Katz LLC held 753,800 AVMV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 753,800 shares
    Change vs previous 13F +16,803 shares

    3.14% of the 13F portfolio, value $60,707,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 736,997 shares
    Change vs previous 13F +11,528 shares

    3.11% of the 13F portfolio, value $54,670,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 725,469 shares
    Change vs previous 13F +28,626 shares

    2.91% of the 13F portfolio, value $51,653,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 696,843 shares
    Change vs previous 13F +195,276 shares

    2.78% of the 13F portfolio, value $48,005,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 501,567 shares
    Change vs previous 13F +397,936 shares

    2% of the 13F portfolio, value $32,792,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 103,631 shares
    Change vs previous 13F +99,553 shares

    0.43% of the 13F portfolio, value $6,367,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 4,078 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $266,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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