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IFP Advisors, Inc: AVEM position timeline

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

IFP Advisors, Inc held 33,014 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,014 shares
    Change vs previous 13F +3,483 shares

    0.06% of the 13F portfolio, value $3,185,521.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 29,531 shares
    Change vs previous 13F +1,102 shares

    0.05% of the 13F portfolio, value $2,379,608.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 28,429 shares
    Change vs previous 13F +120 shares

    0.05% of the 13F portfolio, value $2,189,602.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 28,309 shares
    Change vs previous 13F +1,768 shares

    0.06% of the 13F portfolio, value $2,126,289.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 26,541 shares
    Change vs previous 13F -17,781 shares

    0.05% of the 13F portfolio, value $1,819,079.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 44,322 shares
    Change vs previous 13F -2,942 shares

    0.08% of the 13F portfolio, value $2,666,883.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 47,264 shares
    Change vs previous 13F +9,137 shares

    0.09% of the 13F portfolio, value $2,778,681.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 38,127 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,463,069.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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