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Henderson Brothers Financial Partners, LLC: AVEM position timeline

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

Henderson Brothers Financial Partners, LLC held 90,062 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,062 shares
    Change vs previous 13F -86,367 shares

    4.11% of the 13F portfolio, value $8,690,025.

    13F-HR 0002064329-26-000005 filed by Henderson Brothers Financial Partners, 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 176,429 shares
    Change vs previous 13F +85,772 shares

    3.6% of the 13F portfolio, value $14,216,624.

    13F-HR 0002064329-26-000003 filed by Henderson Brothers Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 90,657 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $6,982,275.

    13F-HR 0002064329-26-000002 filed by Henderson Brothers Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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