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Disclosery

Holos Integrated Wealth LLC: AVEM position timeline

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

Holos Integrated Wealth LLC held 25,772 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,772 shares
    Change vs previous 13F -2,258 shares

    1.11% of the 13F portfolio, value $2,386,198.

    13F-HR 0001437749-26-023590 filed by Holos Integrated Wealth 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 28,030 shares
    Change vs previous 13F -12 shares

    1.16% of the 13F portfolio, value $2,286,420.

    13F-HR 0001437749-26-011783 filed by Holos Integrated Wealth 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 28,042 shares
    Change vs previous 13F -1,769 shares

    1.23% of the 13F portfolio, value $2,211,984.

    13F-HR 0001437749-26-000265 filed by Holos Integrated Wealth 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 29,811 shares
    Change vs previous 13F +261 shares

    1.28% of the 13F portfolio, value $2,178,892.

    13F-HR 0001437749-26-000274 filed by Holos Integrated Wealth 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 29,550 shares
    Change vs previous 13F +502 shares

    1.25% of the 13F portfolio, value $2,084,758.

    13F-HR 0001437749-25-026425 filed by Holos Integrated Wealth 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 29,048 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,747,818.

    13F-HR 0001437749-25-025661 filed by Holos Integrated Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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