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Oak Wealth Advisors LLC: AVEM position timeline

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

Oak Wealth Advisors LLC held 126,760 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,760 shares
    Change vs previous 13F +697 shares

    5.87% of the 13F portfolio, value $12,231,074.

    13F-HR 0002056728-26-000006 filed by Oak Wealth 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 126,063 shares
    Change vs previous 13F +4,448 shares

    5.58% of the 13F portfolio, value $10,158,132.

    13F-HR 0002056728-26-000002 filed by Oak Wealth 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 121,615 shares
    Change vs previous 13F -5,007 shares

    5.38% of the 13F portfolio, value $9,366,749.

    13F-HR 0002056728-26-000001 filed by Oak Wealth 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 126,622 shares
    Change vs previous 13F +5,921 shares

    5.53% of the 13F portfolio, value $9,510,582.

    13F-HR 0002056728-25-000016 filed by Oak Wealth 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 120,701 shares
    Change vs previous 13F -3,558 shares

    5.31% of the 13F portfolio, value $8,272,873.

    13F-HR 0002056728-25-000013 filed by Oak Wealth 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 124,259 shares
    Change vs previous 13F +12,304 shares

    5.53% of the 13F portfolio, value $7,476,679.

    13F-HR 0002056728-25-000012 filed by Oak Wealth 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 111,955 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $6,581,849.

    13F-HR 0002056728-25-000009 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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