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Golden Bell Financial Planning LLC: AVES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Golden Bell Financial Planning LLC on AVES, newest first. How the timeline and the estimate are built.

Golden Bell Financial Planning LLC held 126,665 AVES shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,665 shares
    Change vs previous 13F -7,819 shares

    6.11% of the 13F portfolio, value $8,309,197.

    13F-HR 0002044309-26-000006 filed by Golden Bell Financial Planning 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 134,484 shares
    Change vs previous 13F -9,705 shares

    6.43% of the 13F portfolio, value $8,066,342.

    13F-HR 0002044309-26-000004 filed by Golden Bell Financial Planning 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 144,189 shares
    Change vs previous 13F -3,424 shares

    7% of the 13F portfolio, value $8,407,660.

    13F-HR 0002044309-26-000001 filed by Golden Bell Financial Planning 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 147,613 shares
    Change vs previous 13F -6,537 shares

    7.36% of the 13F portfolio, value $8,468,568.

    13F-HR 0002044309-25-000007 filed by Golden Bell Financial Planning 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 154,150 shares
    Change vs previous 13F -6,791 shares

    7.77% of the 13F portfolio, value $8,253,987.

    13F-HR 0002044309-25-000004 filed by Golden Bell Financial Planning 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 160,941 shares
    Change vs previous 13F -619 shares

    7.37% of the 13F portfolio, value $7,589,973.

    13F-HR 0002044309-25-000003 filed by Golden Bell Financial Planning 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 161,560 shares
    Change vs previous 13F not available

    7.5% of the 13F portfolio, value $7,464,068.

    13F-HR 0002044309-25-000002 filed by Golden Bell Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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