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Disclosery

Financial Symmetry Inc: AVEM position timeline

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

Financial Symmetry Inc held 68,897 AVEM shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 68,897 shares
    Change vs previous 13F +4,530 shares

    2.07% of the 13F portfolio, value $6,477,730.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 64,367 shares
    Change vs previous 13F -1,102 shares

    2.07% of the 13F portfolio, value $6,210,802.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 65,469 shares
    Change vs previous 13F +3,691 shares

    2.1% of the 13F portfolio, value $5,915,742.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 61,778 shares
    Change vs previous 13F -279 shares

    1.94% of the 13F portfolio, value $4,758,143.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 62,057 shares
    Change vs previous 13F -1,766 shares

    2.09% of the 13F portfolio, value $4,661,106.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 63,823 shares
    Change vs previous 13F +1,804 shares

    2.26% of the 13F portfolio, value $4,374,432.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 62,019 shares
    Change vs previous 13F -2,828 shares

    2.29% of the 13F portfolio, value $3,731,697.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 64,847 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $3,809,752.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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