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Disclosery

HB Wealth Management, LLC: AVT position timeline

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

HB Wealth Management, LLC held 6,003 AVT 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 6,003 shares
    Change vs previous 13F +343 shares

    <0.01% of the 13F portfolio, value $533,192.

    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 5,660 shares
    Change vs previous 13F +272 shares

    <0.01% of the 13F portfolio, value $348,772.

    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 5,388 shares
    Change vs previous 13F +508 shares

    <0.01% of the 13F portfolio, value $259,056.

    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 4,880 shares
    Change vs previous 13F +519 shares

    <0.01% of the 13F portfolio, value $255,126.

    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 4,361 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $231,482.

    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 4,231 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,469.

    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).