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Shotwell Rutter Baer Inc: AVEM position timeline

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

Shotwell Rutter Baer Inc held 125,042 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,042 shares
    Change vs previous 13F -5,153 shares

    6.62% of the 13F portfolio, value $12,065,261.

    13F-HR 0001754960-26-000573 filed by Shotwell Rutter Baer 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 130,195 shares
    Change vs previous 13F +1,200 shares

    6.16% of the 13F portfolio, value $10,491,079.

    13F-HR 0001754960-26-000301 filed by Shotwell Rutter Baer 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 128,995 shares
    Change vs previous 13F +1,504 shares

    6.16% of the 13F portfolio, value $10,258,987.

    13F-HR 0001754960-26-000025 filed by Shotwell Rutter Baer 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 127,491 shares
    Change vs previous 13F -3,432 shares

    6.29% of the 13F portfolio, value $9,751,763.

    13F-HR 0001754960-25-000654 filed by Shotwell Rutter Baer 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 130,923 shares
    Change vs previous 13F +387 shares

    6.17% of the 13F portfolio, value $9,088,653.

    13F-HR 0001754960-25-000322 filed by Shotwell Rutter Baer 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 130,536 shares
    Change vs previous 13F +731 shares

    6.46% of the 13F portfolio, value $7,323,079.

    13F-HR 0001754960-25-000162 filed by Shotwell Rutter Baer 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 129,805 shares
    Change vs previous 13F +2,703 shares

    6.3% of the 13F portfolio, value $7,476,777.

    13F-HR 0001754960-25-000013 filed by Shotwell Rutter Baer 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 127,102 shares
    Change vs previous 13F not available

    6.87% of the 13F portfolio, value $8,358,213.

    13F-HR 0001754960-24-000472 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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