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Ritter Daniher Financial Advisory LLC / DE: AVEM position timeline

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

Ritter Daniher Financial Advisory LLC / DE held 388,904 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 388,904 shares
    Change vs previous 13F -10,363 shares

    5.71% of the 13F portfolio, value $37,525,314.

    13F-HR 0001936603-26-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 399,267 shares
    Change vs previous 13F -9,215 shares

    5.46% of the 13F portfolio, value $32,172,925.

    13F-HR 0001936603-26-000002 filed by Ritter Daniher Financial Advisory LLC / DE
    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 408,482 shares
    Change vs previous 13F -11,129 shares

    5.28% of the 13F portfolio, value $31,461,246.

    13F-HR 0001936603-26-000001 filed by Ritter Daniher Financial Advisory LLC / DE
    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 419,611 shares
    Change vs previous 13F -20,788 shares

    5.55% of the 13F portfolio, value $31,517,016.

    13F-HR 0001936603-25-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 440,399 shares
    Change vs previous 13F -6,844 shares

    7.41% of the 13F portfolio, value $30,184,979.

    13F-HR 0001855205-25-000038 filed by Ritter Daniher Financial Advisory LLC / DE
    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 447,243 shares
    Change vs previous 13F +49,768 shares

    7.34% of the 13F portfolio, value $26,910,621.

    13F-HR 0001855205-25-000024 filed by Ritter Daniher Financial Advisory LLC / DE
    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 397,475 shares
    Change vs previous 13F +42,979 shares

    6.6% of the 13F portfolio, value $23,367,565.

    13F-HR 0001855205-25-000016 filed by Ritter Daniher Financial Advisory LLC / DE
    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 354,496 shares
    Change vs previous 13F not available

    6.66% of the 13F portfolio, value $22,900,420.

    13F-HR 0001855205-24-000052 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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