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Disclosery

Sagace Wealth Management LLC: AVEM position timeline

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

Sagace Wealth Management LLC held 29,286 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,286 shares
    Change vs previous 13F -240 shares

    1.79% of the 13F portfolio, value $2,825,806.

    13F-HR 0002027449-26-000003 filed by Sagace 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 29,526 shares
    Change vs previous 13F +583 shares

    1.61% of the 13F portfolio, value $2,379,205.

    13F-HR 0002027449-26-000002 filed by Sagace 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 28,943 shares
    Change vs previous 13F -526 shares

    1.52% of the 13F portfolio, value $2,229,190.

    13F-HR 0002027449-26-000001 filed by Sagace 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 29,469 shares
    Change vs previous 13F +29,469 shares

    1.51% of the 13F portfolio, value $2,213,417.

    13F-HR 0002027449-25-000007 filed by Sagace 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -30,185 shares

    13F-HR 0002027449-25-000001 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 30,185 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,955,082.

    13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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