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Total Wealth Planning, LLC: AVEM position timeline

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

Total Wealth Planning, LLC held 7,672 AVEM shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 7,672 shares
    Change vs previous 13F -104,379 shares

    1.26% of the 13F portfolio, value $590,897.

    13F-HR 0001951757-26-000432 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 112,051 shares
    Change vs previous 13F -7,939 shares

    0.97% of the 13F portfolio, value $8,416,159.

    13F-HR 0001951757-25-001163 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 119,990 shares
    Change vs previous 13F +4,412 shares

    1.04% of the 13F portfolio, value $8,224,122.

    13F-HR 0001951757-25-000851 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 115,578 shares
    Change vs previous 13F -3,355 shares

    1.06% of the 13F portfolio, value $6,954,341.

    13F-HR 0001951757-25-000369 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 118,933 shares
    Change vs previous 13F -3,636 shares

    1.09% of the 13F portfolio, value $6,992,084.

    13F-HR 0001951757-25-000031 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 122,569 shares
    Change vs previous 13F -5,308 shares

    1.24% of the 13F portfolio, value $7,917,983.

    13F-HR 0001951757-24-001008 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 127,877 shares
    Change vs previous 13F -9,418 shares

    1.32% of the 13F portfolio, value $8,069,063.

    13F-HR 0001951757-24-000632 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 137,295 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $7,957,605.

    13F-HR 0001951757-24-000335 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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