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WADDELL & ASSOCIATES, LLC: AVEM position timeline

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

WADDELL & ASSOCIATES, LLC held 567,849 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 567,849 shares
    Change vs previous 13F -2,551 shares

    2.71% of the 13F portfolio, value $54,791,792.

    13F-HR 0001765380-26-000220 filed by WADDELL & ASSOCIATES, 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 570,400 shares
    Change vs previous 13F +15,455 shares

    2.59% of the 13F portfolio, value $45,962,841.

    13F-HR 0001765380-26-000203 filed by WADDELL & ASSOCIATES, 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 554,945 shares
    Change vs previous 13F +984 shares

    2.88% of the 13F portfolio, value $42,741,836.

    13F-HR 0001765380-26-000104 filed by WADDELL & ASSOCIATES, 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 553,961 shares
    Change vs previous 13F +15,167 shares

    3.54% of the 13F portfolio, value $41,608,033.

    13F-HR 0001765380-25-000463 filed by WADDELL & ASSOCIATES, 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 538,794 shares
    Change vs previous 13F +8,427 shares

    3.94% of the 13F portfolio, value $36,928,961.

    13F-HR 0001765380-25-000332 filed by WADDELL & ASSOCIATES, 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/A 530,367 shares
    Change vs previous 13F +15,078 shares

    3.87% of the 13F portfolio, value $31,912,184.

    13F-HR/A 0001765380-25-000228 filed by WADDELL & ASSOCIATES, 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/A 515,289 shares
    Change vs previous 13F +18,607 shares

    3.09% of the 13F portfolio, value $30,293,841.

    13F-HR/A 0001765380-25-000229 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 496,682 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $32,085,661.

    13F-HR 0001765380-24-000430 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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