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SC&H Financial Advisors, Inc.: AVEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SC&H Financial Advisors, Inc. on AVEM, newest first. How the timeline and the estimate are built.

SC&H Financial Advisors, Inc. held 332,081 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 332,081 shares
    Change vs previous 13F +11,947 shares

    4.25% of the 13F portfolio, value $32,042,526.

    13F-HR 0001907898-26-000004 filed by SC&H Financial Advisors, 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 320,134 shares
    Change vs previous 13F +2,499 shares

    3.89% of the 13F portfolio, value $25,796,380.

    13F-HR 0001907898-26-000002 filed by SC&H Financial Advisors, 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 317,635 shares
    Change vs previous 13F +3,200 shares

    3.78% of the 13F portfolio, value $24,464,271.

    13F-HR 0001085146-26-000096 filed by SC&H Financial Advisors, 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 314,435 shares
    Change vs previous 13F +1,383 shares

    3.85% of the 13F portfolio, value $23,617,224.

    13F-HR 0001907898-25-000003 filed by SC&H Financial Advisors, 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 313,052 shares
    Change vs previous 13F +21,584 shares

    3.66% of the 13F portfolio, value $21,456,556.

    13F-HR 0001085146-25-003920 filed by SC&H Financial Advisors, 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 291,468 shares
    Change vs previous 13F +6,751 shares

    3.45% of the 13F portfolio, value $17,537,624.

    13F-HR 0001085146-25-002250 filed by SC&H Financial Advisors, 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 284,717 shares
    Change vs previous 13F +19,287 shares

    3.46% of the 13F portfolio, value $16,738,541.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, 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 265,430 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $17,146,758.

    13F-HR 0001085146-24-005132 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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