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Disclosery

Index Fund Advisors, Inc.: AVEE position timeline

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

Index Fund Advisors, Inc. held 155,463 AVEE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,463 shares
    Change vs previous 13F +18,803 shares

    0.43% of the 13F portfolio, value $10,777,410.

    13F-HR 0001665097-26-000008 filed by Index Fund 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 136,660 shares
    Change vs previous 13F +29,303 shares

    0.39% of the 13F portfolio, value $8,668,375.

    13F-HR 0001665097-26-000004 filed by Index Fund 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 107,357 shares
    Change vs previous 13F +19,226 shares

    0.31% of the 13F portfolio, value $6,700,134.

    13F-HR 0001665097-26-000002 filed by Index Fund 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 88,131 shares
    Change vs previous 13F +16,125 shares

    0.27% of the 13F portfolio, value $5,651,147.

    13F-HR 0001665097-25-000011 filed by Index Fund 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 72,006 shares
    Change vs previous 13F +40,457 shares

    0.24% of the 13F portfolio, value $4,338,380.

    13F-HR 0001665097-25-000007 filed by Index Fund 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 31,549 shares
    Change vs previous 13F +26,057 shares

    0.1% of the 13F portfolio, value $1,656,972.

    13F-HR 0001665097-25-000004 filed by Index Fund 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 5,492 shares
    Change vs previous 13F +1,362 shares

    0.02% of the 13F portfolio, value $292,725.

    13F-HR 0001665097-25-000002 filed by Index Fund 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 4,130 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $243,073.

    13F-HR 0001536755-24-000014 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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