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Disclosery

HB Wealth Management, LLC: AVEM position timeline

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

HB Wealth Management, LLC held 1,108,268 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,108,268 shares
    Change vs previous 13F +47,729 shares

    0.6% of the 13F portfolio, value $106,936,780.

    13F-HR 0001172661-26-002920 filed by HB 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 1,060,539 shares
    Change vs previous 13F +18,197 shares

    0.55% of the 13F portfolio, value $85,458,293.

    13F-HR 0001172661-26-001543 filed by HB 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 1,042,342 shares
    Change vs previous 13F +6,603 shares

    0.52% of the 13F portfolio, value $80,281,252.

    13F-HR 0001172661-26-000353 filed by HB 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 1,035,739 shares
    Change vs previous 13F +17,897 shares

    0.53% of the 13F portfolio, value $77,794,397.

    13F-HR 0001172661-25-004398 filed by HB 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 1,017,842 shares
    Change vs previous 13F -70,859 shares

    0.56% of the 13F portfolio, value $69,762,939.

    13F-HR 0001172661-25-002644 filed by HB 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 1,088,701 shares
    Change vs previous 13F +1,067,724 shares

    0.55% of the 13F portfolio, value $65,507,165.

    13F-HR 0001172661-25-001594 filed by HB 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 20,977 shares
    Change vs previous 13F +376 shares

    0.01% of the 13F portfolio, value $1,233,238.

    13F-HR 0001172661-25-000193 filed by HB 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 20,601 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,330,825.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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