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Vestment Financial LLC: AVSE position timeline

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

Vestment Financial LLC held 8,185 AVSE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,185 shares
    Change vs previous 13F +87 shares

    0.29% of the 13F portfolio, value $644,586.

    13F-HR 0002056705-26-000005 filed by Vestment Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,098 shares
    Change vs previous 13F +306 shares

    0.29% of the 13F portfolio, value $643,930.

    13F-HR 0002056705-26-000003 filed by Vestment 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 ended2026-03-31
    13F 7,792 shares
    Change vs previous 13F +306 shares

    0.27% of the 13F portfolio, value $578,497.

    13F-HR 0002056705-26-000002 filed by Vestment 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 ended2025-12-31
    13F 7,486 shares
    Change vs previous 13F -197 shares

    0.26% of the 13F portfolio, value $504,093.

    13F-HR 0002056705-26-000001 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,683 shares
    Change vs previous 13F +274 shares

    0.28% of the 13F portfolio, value $494,086.

    13F-HR 0002056705-25-000002 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,409 shares
    Change vs previous 13F +1,421 shares

    0.28% of the 13F portfolio, value $435,822.

    13F-HR 0001085146-25-003865 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,988 shares
    Change vs previous 13F +815 shares

    0.22% of the 13F portfolio, value $308,994.

    13F-HR 0001085146-25-002094 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,173 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $261,998.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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