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Trailhead Planners LLC: AVSE position timeline

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

Trailhead Planners LLC held 18,939 AVSE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,939 shares
    Change vs previous 13F -19,871 shares

    1.5% of the 13F portfolio, value $1,549,901.

    13F-HR 0002109534-26-000003 filed by Trailhead Planners 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 38,810 shares
    Change vs previous 13F +520 shares

    2.48% of the 13F portfolio, value $2,583,527.

    13F-HR 0002109534-26-000002 filed by Trailhead Planners 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 38,290 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $2,487,736.

    13F-HR 0002109534-26-000001 filed by Trailhead Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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