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GRAND WEALTH MANAGEMENT, LLC: AVEM position timeline

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

GRAND WEALTH MANAGEMENT, LLC held 158,136 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,136 shares
    Change vs previous 13F +3,684 shares

    6.36% of the 13F portfolio, value $15,258,585.

    13F-HR 0001398344-26-014017 filed by GRAND WEALTH 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 154,452 shares
    Change vs previous 13F -8,027 shares

    5.86% of the 13F portfolio, value $12,445,737.

    13F-HR 0001398344-26-008767 filed by GRAND WEALTH 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 162,479 shares
    Change vs previous 13F +7,850 shares

    5.67% of the 13F portfolio, value $12,514,102.

    13F-HR 0001398344-26-001219 filed by GRAND WEALTH 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 154,629 shares
    Change vs previous 13F +694 shares

    5.6% of the 13F portfolio, value $11,614,191.

    13F-HR 0001398344-25-020083 filed by GRAND WEALTH 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 153,935 shares
    Change vs previous 13F -11,749 shares

    5.42% of the 13F portfolio, value $10,550,721.

    13F-HR 0001398344-25-013672 filed by GRAND WEALTH 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 165,684 shares
    Change vs previous 13F +6,300 shares

    5.48% of the 13F portfolio, value $9,969,217.

    13F-HR 0001398344-25-008796 filed by GRAND WEALTH 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 159,384 shares
    Change vs previous 13F +23,208 shares

    5.22% of the 13F portfolio, value $9,370,195.

    13F-HR 0001398344-25-002571 filed by GRAND WEALTH 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 136,176 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $8,796,960.

    13F-HR 0001398344-24-019887 filed by GRAND WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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