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Disclosery

LPL Financial LLC: AVEM position timeline

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

LPL Financial LLC held 5,901,982 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,901,982 shares
    Change vs previous 13F +1,186,701 shares

    0.13% of the 13F portfolio, value $569,482,243.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 4,715,281 shares
    Change vs previous 13F +974,695 shares

    0.1% of the 13F portfolio, value $379,957,333.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 3,740,586 shares
    Change vs previous 13F +1,061,034 shares

    0.08% of the 13F portfolio, value $288,099,918.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 2,679,552 shares
    Change vs previous 13F +675,621 shares

    0.06% of the 13F portfolio, value $201,261,129.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 2,003,931 shares
    Change vs previous 13F +532,324 shares

    0.05% of the 13F portfolio, value $137,349,413.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 1,471,607 shares
    Change vs previous 13F +133,886 shares

    0.03% of the 13F portfolio, value $88,546,604.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 1,337,721 shares
    Change vs previous 13F +119,922 shares

    0.03% of the 13F portfolio, value $78,644,613.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 1,217,799 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $78,669,838.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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