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Level Financial Advisors: AVEM position timeline

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

Level Financial Advisors held 66,122 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 66,122 shares
    Change vs previous 13F -1,071 shares

    1.43% of the 13F portfolio, value $6,380,093.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    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 67,193 shares
    Change vs previous 13F -785 shares

    1.38% of the 13F portfolio, value $5,414,401.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    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 67,978 shares
    Change vs previous 13F +753 shares

    1.38% of the 13F portfolio, value $5,235,696.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    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 67,225 shares
    Change vs previous 13F -531 shares

    1.42% of the 13F portfolio, value $5,049,279.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    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 67,756 shares
    Change vs previous 13F +1,205 shares

    1.44% of the 13F portfolio, value $4,644,005.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    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 66,551 shares
    Change vs previous 13F +4,158 shares

    1.36% of the 13F portfolio, value $4,004,397.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    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 62,393 shares
    Change vs previous 13F +1,326 shares

    1.35% of the 13F portfolio, value $3,668,107.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    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 61,067 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,944,954.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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