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Disclosery

Stone Summit Wealth LLC: AVEM position timeline

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

Stone Summit Wealth LLC held 31,190 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 31,190 shares
    Change vs previous 13F -367 shares

    0.76% of the 13F portfolio, value $3,009,523.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 31,557 shares
    Change vs previous 13F -1,093 shares

    0.71% of the 13F portfolio, value $2,542,863.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 32,650 shares
    Change vs previous 13F -773 shares

    0.68% of the 13F portfolio, value $2,514,703.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 33,423 shares
    Change vs previous 13F -948 shares

    0.71% of the 13F portfolio, value $2,510,402.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 34,371 shares
    Change vs previous 13F +935 shares

    0.73% of the 13F portfolio, value $2,355,788.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 33,436 shares
    Change vs previous 13F +1,316 shares

    0.68% of the 13F portfolio, value $2,011,844.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 32,120 shares
    Change vs previous 13F +1,038 shares

    0.63% of the 13F portfolio, value $1,888,335.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 31,082 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,007,897.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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