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Higgins & Schmidt Wealth Strategies LLC: AVEM position timeline

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

Higgins & Schmidt Wealth Strategies LLC held 146,977 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,977 shares
    Change vs previous 13F -1,053 shares

    5.85% of the 13F portfolio, value $14,181,810.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 148,030 shares
    Change vs previous 13F +5,827 shares

    5.45% of the 13F portfolio, value $11,928,244.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 142,203 shares
    Change vs previous 13F +8,822 shares

    5.19% of the 13F portfolio, value $10,952,451.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 133,381 shares
    Change vs previous 13F +3,554 shares

    5.06% of the 13F portfolio, value $10,018,228.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 129,827 shares
    Change vs previous 13F -11,104 shares

    4.93% of the 13F portfolio, value $8,898,325.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies 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 140,931 shares
    Change vs previous 13F +15,803 shares

    5.01% of the 13F portfolio, value $8,479,823.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies 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 125,128 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $7,356,280.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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