Skip to content
Disclosery

Highland Financial Advisors, LLC: AVEM position timeline

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

Highland Financial Advisors, LLC held 115,763 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,763 shares
    Change vs previous 13F +10,615 shares

    2.46% of the 13F portfolio, value $11,169,972.

    13F-HR 0002063364-26-000184 filed by Highland Financial Advisors, 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 105,148 shares
    Change vs previous 13F +3,729 shares

    2.24% of the 13F portfolio, value $8,472,791.

    13F-HR 0002063364-26-000113 filed by Highland Financial Advisors, 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 101,419 shares
    Change vs previous 13F -241 shares

    2.17% of the 13F portfolio, value $7,811,298.

    13F-HR 0002063364-26-000024 filed by Highland Financial Advisors, 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 101,660 shares
    Change vs previous 13F +3,067 shares

    2.19% of the 13F portfolio, value $7,635,700.

    13F-HR 0002063364-25-000254 filed by Highland Financial Advisors, 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 98,593 shares
    Change vs previous 13F -176 shares

    2.17% of the 13F portfolio, value $6,757,580.

    13F-HR 0002063364-25-000133 filed by Highland Financial Advisors, 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 98,769 shares
    Change vs previous 13F +1,417 shares

    2.13% of the 13F portfolio, value $5,942,956.

    13F-HR 0002063364-25-000011 filed by Highland Financial Advisors, 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 97,352 shares
    Change vs previous 13F +2,910 shares

    1.98% of the 13F portfolio, value $5,723,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial Advisors, 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 94,442 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $6,101,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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