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FOSTER & MOTLEY INC: AVEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on AVEM, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 515,223 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 515,223 shares
    Change vs previous 13F -5,984 shares

    2.29% of the 13F portfolio, value $49,714,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY INC
    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 521,207 shares
    Change vs previous 13F -12,037 shares

    2.17% of the 13F portfolio, value $41,999,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY INC
    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 533,244 shares
    Change vs previous 13F -5,218 shares

    2.19% of the 13F portfolio, value $41,070,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 538,462 shares
    Change vs previous 13F -15,794 shares

    2.18% of the 13F portfolio, value $40,444,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 554,256 shares
    Change vs previous 13F -9,012 shares

    2.19% of the 13F portfolio, value $37,989,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 563,268 shares
    Change vs previous 13F +6,026 shares

    2.13% of the 13F portfolio, value $33,892,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY INC
    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 557,242 shares
    Change vs previous 13F +1,335 shares

    2.13% of the 13F portfolio, value $32,760,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 555,907 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $35,912,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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