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Lauterbach Financial Advisors, LLC: AVEM position timeline

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

Lauterbach Financial Advisors, LLC held 9,506 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,506 shares
    Change vs previous 13F +1,497 shares

    0.39% of the 13F portfolio, value $917,234.

    13F-HR 0001909828-26-000003 filed by Lauterbach 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 8,009 shares
    Change vs previous 13F +1,435 shares

    0.32% of the 13F portfolio, value $645,365.

    13F-HR 0001909828-26-000002 filed by Lauterbach 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 6,574 shares
    Change vs previous 13F +296 shares

    0.25% of the 13F portfolio, value $506,329.

    13F-HR 0001909828-26-000001 filed by Lauterbach 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 6,278 shares
    Change vs previous 13F +509 shares

    0.24% of the 13F portfolio, value $471,541.

    13F-HR 0001909828-25-000008 filed by Lauterbach 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 5,769 shares
    Change vs previous 13F -86 shares

    0.22% of the 13F portfolio, value $395,407.

    13F-HR 0001909828-25-000006 filed by Lauterbach 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 5,855 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $352,295.

    13F-HR 0001909828-25-000004 filed by Lauterbach 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 5,855 shares
    Change vs previous 13F +42 shares

    0.21% of the 13F portfolio, value $344,215.

    13F-HR 0001909828-25-000001 filed by Lauterbach 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 5,813 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $375,520.

    13F-HR 0001909828-24-000005 filed by Lauterbach Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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