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Disclosery

FOSTER & MOTLEY INC: AVT position timeline

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

FOSTER & MOTLEY INC held 126,802 AVT 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 126,802 shares
    Change vs previous 13F -20,222 shares

    0.52% of the 13F portfolio, value $11,263,000.

    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 147,024 shares
    Change vs previous 13F -1,795 shares

    0.47% of the 13F portfolio, value $9,060,000.

    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 148,819 shares
    Change vs previous 13F -1,665 shares

    0.38% of the 13F portfolio, value $7,155,000.

    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 150,484 shares
    Change vs previous 13F +5,499 shares

    0.42% of the 13F portfolio, value $7,867,000.

    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 144,985 shares
    Change vs previous 13F +8,234 shares

    0.44% of the 13F portfolio, value $7,696,000.

    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 136,751 shares
    Change vs previous 13F +5,935 shares

    0.41% of the 13F portfolio, value $6,576,000.

    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 130,816 shares
    Change vs previous 13F +856 shares

    0.45% of the 13F portfolio, value $6,844,000.

    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 129,960 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $7,054,000.

    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).