Vestment Financial LLC: AVES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestment Financial LLC on AVES, newest first. How the timeline and the estimate are built.
Vestment Financial LLC held 7,814 AVES shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 7,814 sharesChange vs previous 13F -571 shares
0.23% of the 13F portfolio, value $506,132.
13F-HR 0002056705-26-000003 filed by Vestment Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,385 sharesChange vs previous 13F -429 shares
0.26% of the 13F portfolio, value $549,026.
13F-HR 0002056705-26-000002 filed by Vestment Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,814 sharesChange vs previous 13F -1,215 shares
0.27% of the 13F portfolio, value $529,206.
13F-HR 0002056705-26-000001 filed by Vestment Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,029 sharesChange vs previous 13F -142 shares
0.33% of the 13F portfolio, value $576,709.
13F-HR 0002056705-25-000002 filed by Vestment Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,171 sharesChange vs previous 13F +5 shares
0.35% of the 13F portfolio, value $548,562.
13F-HR 0001085146-25-003865 filed by Vestment Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,166 sharesChange vs previous 13F 0 shares
0.35% of the 13F portfolio, value $483,329.
13F-HR 0001085146-25-002094 filed by Vestment Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,166 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $466,347.
13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).