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Disclosery

REDW Wealth LLC: AVEM position timeline

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

REDW Wealth LLC held 84,108 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,108 shares
    Change vs previous 13F +2,946 shares

    2.91% of the 13F portfolio, value $8,115,618.

    13F-HR 0001688931-26-000007 filed by REDW Wealth 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 81,162 shares
    Change vs previous 13F +9,402 shares

    2.61% of the 13F portfolio, value $6,540,034.

    13F-HR 0001688931-26-000005 filed by REDW Wealth 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 71,760 shares
    Change vs previous 13F +11,616 shares

    2.11% of the 13F portfolio, value $5,526,955.

    13F-HR 0001688931-26-000003 filed by REDW Wealth 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 60,144 shares
    Change vs previous 13F +12,639 shares

    1.71% of the 13F portfolio, value $4,517,416.

    13F-HR 0001688931-25-000012 filed by REDW Wealth 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 47,505 shares
    Change vs previous 13F +2,038 shares

    1.29% of the 13F portfolio, value $3,255,993.

    13F-HR 0001688931-25-000007 filed by REDW Wealth 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 45,467 shares
    Change vs previous 13F -2,254 shares

    1.02% of the 13F portfolio, value $2,735,749.

    13F-HR 0001688931-25-000005 filed by REDW Wealth 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 47,721 shares
    Change vs previous 13F -9,721 shares

    0.97% of the 13F portfolio, value $2,805,518.

    13F-HR 0001688931-25-000002 filed by REDW Wealth 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 57,442 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $3,710,761.

    13F-HR 0001688931-24-000014 filed by REDW Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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