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Trace Wealth Advisors, LLC: AVEM position timeline

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

Trace Wealth Advisors, LLC held 80,713 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,713 shares
    Change vs previous 13F +1,965 shares

    5.1% of the 13F portfolio, value $7,788,011.

    13F-HR 0001172661-26-002857 filed by Trace Wealth Advisors, 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 78,748 shares
    Change vs previous 13F -3,258 shares

    4.76% of the 13F portfolio, value $6,345,525.

    13F-HR 0001172661-26-001853 filed by Trace Wealth Advisors, 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 82,006 shares
    Change vs previous 13F +35 shares

    4.56% of the 13F portfolio, value $6,316,113.

    13F-HR 0001172661-26-000702 filed by Trace Wealth Advisors, 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 81,971 shares
    Change vs previous 13F +1,360 shares

    4.6% of the 13F portfolio, value $6,156,852.

    13F-HR 0001172661-25-004589 filed by Trace Wealth Advisors, 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 80,611 shares
    Change vs previous 13F +36,305 shares

    4.51% of the 13F portfolio, value $5,525,088.

    13F-HR 0001172661-25-003538 filed by Trace Wealth Advisors, 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 44,306 shares
    Change vs previous 13F +2,365 shares

    2.38% of the 13F portfolio, value $2,665,900.

    13F-HR 0001172661-25-002188 filed by Trace Wealth Advisors, 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 41,941 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $2,465,720.

    13F-HR 0001172661-25-001111 filed by Trace Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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