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Perigon Wealth Management, LLC: AVEM position timeline

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

Perigon Wealth Management, LLC held 60,801 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,801 shares
    Change vs previous 13F -357 shares

    0.09% of the 13F portfolio, value $5,866,664.

    13F-HR 0001951757-26-001189 filed by Perigon 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 61,158 shares
    Change vs previous 13F +3,425 shares

    0.09% of the 13F portfolio, value $4,928,088.

    13F-HR 0001951757-26-000567 filed by Perigon 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 57,733 shares
    Change vs previous 13F +759 shares

    0.08% of the 13F portfolio, value $4,446,559.

    13F-HR 0001951757-26-000202 filed by Perigon 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 56,974 shares
    Change vs previous 13F -1,228 shares

    0.09% of the 13F portfolio, value $4,279,320.

    13F-HR 0001951757-25-001161 filed by Perigon 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 58,202 shares
    Change vs previous 13F +4,090 shares

    0.09% of the 13F portfolio, value $3,989,180.

    13F-HR 0001951757-25-000869 filed by Perigon 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 54,112 shares
    Change vs previous 13F -390 shares

    0.08% of the 13F portfolio, value $3,255,938.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, 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 54,502 shares
    Change vs previous 13F +6,083 shares

    0.08% of the 13F portfolio, value $3,184,535.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 48,419 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,127,908.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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