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SENTINEL PENSION ADVISORS, LLC: AVEM position timeline

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

SENTINEL PENSION ADVISORS, LLC held 51,244 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,244 shares
    Change vs previous 13F +2,367 shares

    0.6% of the 13F portfolio, value $4,574,072.

    13F-HR 0001725547-26-000248 filed by SENTINEL PENSION ADVISORS, 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 48,877 shares
    Change vs previous 13F +2,045 shares

    0.58% of the 13F portfolio, value $3,938,492.

    13F-HR 0001725547-26-000134 filed by SENTINEL PENSION ADVISORS, 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 46,832 shares
    Change vs previous 13F +10,762 shares

    0.55% of the 13F portfolio, value $3,606,976.

    13F-HR 0001725547-26-000019 filed by SENTINEL PENSION ADVISORS, 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 36,070 shares
    Change vs previous 13F +1,202 shares

    0.43% of the 13F portfolio, value $2,709,235.

    13F-HR 0001725547-25-004184 filed by SENTINEL PENSION ADVISORS, 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 34,868 shares
    Change vs previous 13F -849 shares

    0.4% of the 13F portfolio, value $2,389,860.

    13F-HR 0001725547-25-003417 filed by SENTINEL PENSION ADVISORS, 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 35,717 shares
    Change vs previous 13F -1,312 shares

    0.4% of the 13F portfolio, value $2,149,088.

    13F-HR 0001725547-25-001407 filed by SENTINEL PENSION ADVISORS, 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 37,029 shares
    Change vs previous 13F +3,569 shares

    0.4% of the 13F portfolio, value $2,176,948.

    13F-HR 0001725547-25-000076 filed by SENTINEL PENSION ADVISORS, 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 33,460 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,161,493.

    13F-HR 0001725547-24-005914 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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