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Disclosery

THEORY FINANCIAL LLC: AVEM position timeline

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

THEORY FINANCIAL LLC held 14,911 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,911 shares
    Change vs previous 13F -12,116 shares

    0.45% of the 13F portfolio, value $1,438,762.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 27,027 shares
    Change vs previous 13F +5,466 shares

    0.76% of the 13F portfolio, value $2,177,836.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 21,561 shares
    Change vs previous 13F +9,905 shares

    0.6% of the 13F portfolio, value $1,791,719.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 11,656 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $897,512.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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