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GeoWealth Management, LLC: AVEM position timeline

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

GeoWealth Management, LLC held 100,109 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,109 shares
    Change vs previous 13F +14,464 shares

    0.3% of the 13F portfolio, value $9,659,512.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 85,645 shares
    Change vs previous 13F -184 shares

    0.25% of the 13F portfolio, value $6,901,384.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 85,829 shares
    Change vs previous 13F +35,848 shares

    0.24% of the 13F portfolio, value $6,610,626.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 49,981 shares
    Change vs previous 13F +2,284 shares

    0.14% of the 13F portfolio, value $3,754,091.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 47,697 shares
    Change vs previous 13F +862 shares

    0.13% of the 13F portfolio, value $3,269,151.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 46,835 shares
    Change vs previous 13F -89,722 shares

    0.11% of the 13F portfolio, value $2,818,098.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, 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 136,557 shares
    Change vs previous 13F -31,311 shares

    0.26% of the 13F portfolio, value $8,028,234.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
    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 167,868 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $10,844,228.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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