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ORBA Wealth Advisors, L.L.C.: AVEM position timeline

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

ORBA Wealth Advisors, L.L.C. held 35,980 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,980 shares
    Change vs previous 13F +7,512 shares

    2.97% of the 13F portfolio, value $3,471,719.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 28,468 shares
    Change vs previous 13F -9,825 shares

    2.74% of the 13F portfolio, value $2,293,973.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 38,293 shares
    Change vs previous 13F -7,112 shares

    2.56% of the 13F portfolio, value $2,949,327.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 45,405 shares
    Change vs previous 13F +1,347 shares

    2.81% of the 13F portfolio, value $3,410,375.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 44,058 shares
    Change vs previous 13F -29,138 shares

    2.75% of the 13F portfolio, value $3,019,733.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 73,196 shares
    Change vs previous 13F +7,800 shares

    2.22% of the 13F portfolio, value $4,404,254.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 65,396 shares
    Change vs previous 13F +175 shares

    2.01% of the 13F portfolio, value $3,844,687.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 65,221 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $4,213,260.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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