Skip to content
Disclosery

Ruedi Wealth Management, Inc.: AVEM position timeline

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

Ruedi Wealth Management, Inc. held 15,742 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,742 shares
    Change vs previous 13F -78 shares

    0.36% of the 13F portfolio, value $1,518,963.

    13F-HR 0001940678-26-000003 filed by Ruedi Wealth Management, Inc.
    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 15,820 shares
    Change vs previous 13F -553 shares

    0.33% of the 13F portfolio, value $1,274,796.

    13F-HR 0001940678-26-000002 filed by Ruedi Wealth Management, Inc.
    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 16,373 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,261,079.

    13F-HR 0001940678-26-000001 filed by Ruedi Wealth Management, Inc.
    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 16,373 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,229,764.

    13F-HR 0001940678-25-000007 filed by Ruedi Wealth Management, Inc.
    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 16,373 shares
    Change vs previous 13F +7,829 shares

    0.33% of the 13F portfolio, value $1,122,194.

    13F-HR 0001940678-25-000003 filed by Ruedi Wealth Management, Inc.
    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 8,544 shares
    Change vs previous 13F +1,179 shares

    0.16% of the 13F portfolio, value $514,079.

    13F-HR 0001940678-25-000001 filed by Ruedi Wealth Management, Inc.
    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 7,365 shares
    Change vs previous 13F +2,033 shares

    0.14% of the 13F portfolio, value $433,012.

    13F-HR 0002046822-25-000002 filed by Ruedi Wealth Management, Inc.
    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 5,332 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $344,430.

    13F-HR 0001940678-24-000005 filed by Ruedi Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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