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Walkner Condon Financial Advisors LLC: AVEM position timeline

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

Walkner Condon Financial Advisors LLC held 234,831 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,831 shares
    Change vs previous 13F +7,875 shares

    2.61% of the 13F portfolio, value $22,658,835.

    13F-HR 0001817494-26-000003 filed by Walkner Condon Financial 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 226,956 shares
    Change vs previous 13F +28,224 shares

    2.41% of the 13F portfolio, value $18,288,094.

    13F-HR 0001817494-26-000002 filed by Walkner Condon Financial 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 198,732 shares
    Change vs previous 13F +50,702 shares

    2.13% of the 13F portfolio, value $15,306,339.

    13F-HR 0001817494-26-000001 filed by Walkner Condon Financial 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 148,030 shares
    Change vs previous 13F +32,910 shares

    1.76% of the 13F portfolio, value $11,118,533.

    13F-HR 0001817494-25-000003 filed by Walkner Condon Financial 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 115,120 shares
    Change vs previous 13F +12,139 shares

    1.45% of the 13F portfolio, value $7,890,325.

    13F-HR 0001085146-25-004588 filed by Walkner Condon Financial 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 102,981 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $6,196,367.

    13F-HR 0001085146-25-002240 filed by Walkner Condon Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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