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Philip James Wealth Mangement, LLC: AVEM position timeline

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

Philip James Wealth Mangement, LLC held 32,753 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,753 shares
    Change vs previous 13F -1,496 shares

    0.36% of the 13F portfolio, value $3,160,337.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 34,249 shares
    Change vs previous 13F -15,420 shares

    0.32% of the 13F portfolio, value $2,759,784.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 49,669 shares
    Change vs previous 13F +239 shares

    0.44% of the 13F portfolio, value $3,825,471.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 49,430 shares
    Change vs previous 13F +20,887 shares

    0.43% of the 13F portfolio, value $3,712,687.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 28,543 shares
    Change vs previous 13F +593 shares

    0.25% of the 13F portfolio, value $1,956,337.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 27,950 shares
    Change vs previous 13F +88 shares

    0.2% of the 13F portfolio, value $1,681,752.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 27,862 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,638,007.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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