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Summit Wealth Partners, LLC: AVEM position timeline

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

Summit Wealth Partners, LLC held 80,010 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 80,010 shares
    Change vs previous 13F +1,303 shares

    1.1% of the 13F portfolio, value $7,720,118.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, 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 78,707 shares
    Change vs previous 13F +2,509 shares

    1% of the 13F portfolio, value $6,342,234.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, 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 76,198 shares
    Change vs previous 13F +3,092 shares

    1.08% of the 13F portfolio, value $5,868,739.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, 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 73,106 shares
    Change vs previous 13F +2,799 shares

    0.99% of the 13F portfolio, value $5,491,003.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, 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 70,307 shares
    Change vs previous 13F +13,613 shares

    0.92% of the 13F portfolio, value $4,818,824.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, 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 56,694 shares
    Change vs previous 13F +11,552 shares

    0.69% of the 13F portfolio, value $3,411,261.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, 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 45,142 shares
    Change vs previous 13F +4,233 shares

    0.54% of the 13F portfolio, value $2,653,882.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, 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 40,909 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,642,716.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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