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NewEdge Advisors, LLC: AVEM position timeline

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

NewEdge Advisors, LLC held 871,190 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 871,190 shares
    Change vs previous 13F +622,072 shares

    0.25% of the 13F portfolio, value $84,061,134.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 249,118 shares
    Change vs previous 13F +44,395 shares

    0.07% of the 13F portfolio, value $20,073,933.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 204,723 shares
    Change vs previous 13F +12,828 shares

    0.06% of the 13F portfolio, value $15,767,746.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 191,895 shares
    Change vs previous 13F +22,900 shares

    0.07% of the 13F portfolio, value $14,413,218.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 168,995 shares
    Change vs previous 13F +19,132 shares

    0.06% of the 13F portfolio, value $11,582,899.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 149,863 shares
    Change vs previous 13F +71,022 shares

    0.05% of the 13F portfolio, value $9,017,261.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 78,841 shares
    Change vs previous 13F +63,729 shares

    0.03% of the 13F portfolio, value $4,635,071.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 15,112 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $976,243.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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