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Disclosery

Falcon Wealth Planning: AVEM position timeline

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

Falcon Wealth Planning held 632,978 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 632,978 shares
    Change vs previous 13F +32,468 shares

    3.86% of the 13F portfolio, value $61,076,025.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 600,510 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $48,389,105.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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