Henrickson Nauta Wealth Advisors, Inc.: AVEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Henrickson Nauta Wealth Advisors, Inc. on AVEM, newest first. How the timeline and the estimate are built.
Henrickson Nauta Wealth Advisors, Inc. held 129,783 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 129,783 sharesChange vs previous 13F -2,442 shares
3.05% of the 13F portfolio, value $12,522,758.
13F-HR 0001951757-26-000941 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 132,225 sharesChange vs previous 13F -125,332 shares
2.99% of the 13F portfolio, value $10,655,098.
13F-HR 0001951757-26-000623 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 257,557 sharesChange vs previous 13F +128,643 shares
3.05% of the 13F portfolio, value $20,648,324.
13F-HR 0001951757-26-000021 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 128,914 sharesChange vs previous 13F -1,093 shares
3.06% of the 13F portfolio, value $9,682,738.
13F-HR 0001951757-25-001164 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 130,007 sharesChange vs previous 13F -502 shares
3.08% of the 13F portfolio, value $8,910,687.
13F-HR 0001951757-25-000584 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 130,509 sharesChange vs previous 13F +12,937 shares
2.98% of the 13F portfolio, value $7,286,331.
13F-HR 0001951757-25-000352 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 117,572 sharesChange vs previous 13F -1,913 shares
2.81% of the 13F portfolio, value $6,912,072.
13F-HR 0001951757-25-000017 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 119,485 sharesChange vs previous 13F not available
3.06% of the 13F portfolio, value $7,718,702.
13F-HR 0001951757-24-001015 filed by Henrickson Nauta Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).