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Rockwood Wealth Management, LLC: AVEM position timeline

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

Rockwood Wealth Management, LLC held 627,972 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 627,972 shares
    Change vs previous 13F +81,929 shares

    3.83% of the 13F portfolio, value $60,592,977.

    13F-HR 0002085853-26-000694 filed by Rockwood 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 546,043 shares
    Change vs previous 13F +15,385 shares

    3.15% of the 13F portfolio, value $44,000,123.

    13F-HR 0002085853-26-000532 filed by Rockwood 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 530,658 shares
    Change vs previous 13F +311 shares

    3.05% of the 13F portfolio, value $40,871,269.

    13F-HR 0002085853-26-000134 filed by Rockwood 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 530,347 shares
    Change vs previous 13F -22,638 shares

    3.18% of the 13F portfolio, value $39,834,335.

    13F-HR 0002085853-25-000067 filed by Rockwood 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 552,985 shares
    Change vs previous 13F +161,339 shares

    3.33% of the 13F portfolio, value $37,901,591.

    13F-HR 0001667731-25-000782 filed by Rockwood 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 391,646 shares
    Change vs previous 13F -2,871 shares

    2.4% of the 13F portfolio, value $23,565,325.

    13F-HR 0001667731-25-000417 filed by Rockwood 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 394,517 shares
    Change vs previous 13F -5,426 shares

    2.5% of the 13F portfolio, value $23,177,872.

    13F-HR 0001667731-25-000069 filed by Rockwood 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 399,943 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $25,836,290.

    13F-HR 0001983670-24-000005 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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