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Disclosery

LPL Financial LLC: AVES position timeline

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

LPL Financial LLC held 77,365 AVES 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 77,365 shares
    Change vs previous 13F +30,954 shares

    <0.01% of the 13F portfolio, value $5,075,135.

    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 46,411 shares
    Change vs previous 13F +9,903 shares

    <0.01% of the 13F portfolio, value $2,783,729.

    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 36,508 shares
    Change vs previous 13F +3,032 shares

    <0.01% of the 13F portfolio, value $2,128,803.

    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 33,476 shares
    Change vs previous 13F -20,405 shares

    <0.01% of the 13F portfolio, value $1,920,527.

    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 53,881 shares
    Change vs previous 13F +6,482 shares

    <0.01% of the 13F portfolio, value $2,885,053.

    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 47,399 shares
    Change vs previous 13F +7,436 shares

    <0.01% of the 13F portfolio, value $2,235,314.

    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 39,963 shares
    Change vs previous 13F +7,120 shares

    <0.01% of the 13F portfolio, value $1,846,301.

    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 32,843 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,712,447.

    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).