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MB Generational Wealth, LLC: AVEM position timeline

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

MB Generational Wealth, LLC held 20,396 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,396 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $1,968,010.

    13F-HR 0002009056-26-000003 filed by MB Generational Wealth, 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 20,396 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,643,510.

    13F-HR 0002009056-26-000002 filed by MB Generational Wealth, 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 20,396 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $1,570,900.

    13F-HR 0002009056-26-000001 filed by MB Generational Wealth, 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 20,396 shares
    Change vs previous 13F +10,473 shares

    0.97% of the 13F portfolio, value $1,531,944.

    13F-HR 0002009056-25-000002 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,923 shares
    Change vs previous 13F +1,185 shares

    0.45% of the 13F portfolio, value $597,067.

    13F-HR 0001085146-25-002546 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,738 shares
    Change vs previous 13F -1,257 shares

    0.38% of the 13F portfolio, value $513,707.

    13F-HR 0001085146-25-000716 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 9,995 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $645,677.

    13F-HR 0001085146-24-005396 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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