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Modern Wealth Management, LLC: AVEM position timeline

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

Modern Wealth Management, LLC held 1,379,015 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,379,015 shares
    Change vs previous 13F +267,966 shares

    1.59% of the 13F portfolio, value $133,061,125.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 1,111,049 shares
    Change vs previous 13F +227,657 shares

    1.55% of the 13F portfolio, value $90,306,041.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, 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 883,392 shares
    Change vs previous 13F +195,123 shares

    1.24% of the 13F portfolio, value $68,038,839.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 688,269 shares
    Change vs previous 13F +509,711 shares

    1.02% of the 13F portfolio, value $51,695,898.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, 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/A 178,558 shares
    Change vs previous 13F +174,549 shares

    0.3% of the 13F portfolio, value $12,238,362.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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/A 4,009 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $241,222.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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