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Mason Investment Advisory Services, Inc.: AVTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mason Investment Advisory Services, Inc. on AVTM, newest first. How the timeline and the estimate are built.

Mason Investment Advisory Services, Inc. held 192,119 AVTM 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 192,119 shares
    Change vs previous 13F -12,639 shares

    0.4% of the 13F portfolio, value $10,459,823.

    13F-HR 0001140361-26-032728 filed by Mason Investment Advisory Services, 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 204,758 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $9,626,185.

    13F-HR 0001140361-26-021278 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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