Global Retirement Partners, LLC: AVEM position timeline

Global Retirement Partners, LLC held 44,418 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 44,418 shares

   Change vs previous 13F +2,832 shares

   0.07% of the 13F portfolio, value $4,285,849.

   13F-HR 0001580642-26-004976 filed by Global Retirement Partners, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-12-31

   13F 41,586 shares

   Change vs previous 13F +9,535 shares

   0.06% of the 13F portfolio, value $3,202,925.

   13F-HR 0001580642-26-000877 filed by Global Retirement Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 32,051 shares

   Change vs previous 13F +12,988 shares

   0.05% of the 13F portfolio, value $2,407,388.

   13F-HR 0001580642-25-006659 filed by Global Retirement Partners, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 19,063 shares

   Change vs previous 13F -48,223 shares

   0.03% of the 13F portfolio, value $1,306,612.

   13F-HR 0001580642-25-005069 filed by Global Retirement Partners, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2024-12-31

   13F 67,286 shares

   Change vs previous 13F +55,314 shares

   0.11% of the 13F portfolio, value $3,955,721.

   13F-HR 0001580642-25-000642 filed by Global Retirement Partners, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 11,972 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $773,371.

   13F-HR 0001580642-24-006196 filed by Global Retirement Partners, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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