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Oak Wealth Advisors LLC: AVNM position timeline

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

Oak Wealth Advisors LLC held 19,240 AVNM 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 19,240 shares
    Change vs previous 13F +1,484 shares

    0.76% of the 13F portfolio, value $1,584,986.

    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 17,756 shares
    Change vs previous 13F +1,464 shares

    0.74% of the 13F portfolio, value $1,352,489.

    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 16,292 shares
    Change vs previous 13F +3,109 shares

    0.69% of the 13F portfolio, value $1,197,777.

    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 13,183 shares
    Change vs previous 13F +1,487 shares

    0.54% of the 13F portfolio, value $930,724.

    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 11,696 shares
    Change vs previous 13F +4,332 shares

    0.49% of the 13F portfolio, value $763,870.

    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 7,364 shares
    Change vs previous 13F +1,781 shares

    0.32% of the 13F portfolio, value $429,419.

    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 5,583 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $305,784.

    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).