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Disclosery

Plancorp, LLC: AVEM position timeline

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

Plancorp, LLC held 198,641 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,641 shares
    Change vs previous 13F -490 shares

    0.44% of the 13F portfolio, value $18,076,345.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 199,131 shares
    Change vs previous 13F +413 shares

    0.49% of the 13F portfolio, value $17,117,300.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 198,718 shares
    Change vs previous 13F -270 shares

    0.46% of the 13F portfolio, value $15,305,225.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 198,988 shares
    Change vs previous 13F -2,453 shares

    0.47% of the 13F portfolio, value $14,945,994.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 201,441 shares
    Change vs previous 13F -1,244 shares

    0.48% of the 13F portfolio, value $13,806,771.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 202,685 shares
    Change vs previous 13F -1,180 shares

    0.48% of the 13F portfolio, value $12,195,547.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 203,865 shares
    Change vs previous 13F -5,117 shares

    0.49% of the 13F portfolio, value $11,985,214.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 208,982 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $13,500,229.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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