Wealth Management Partners, LLC: AVEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Partners, LLC on AVEM, newest first. How the timeline and the estimate are built.
Wealth Management Partners, LLC held 20,430 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 20,430 sharesChange vs previous 13F -359 shares
0.46% of the 13F portfolio, value $1,971,291.
13F-HR 0001843294-26-000004 filed by Wealth Management Partners, 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 20,789 sharesChange vs previous 13F -413 shares
0.48% of the 13F portfolio, value $1,675,178.
13F-HR 0001843294-26-000002 filed by Wealth Management Partners, 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 21,202 sharesChange vs previous 13F -28 shares
0.47% of the 13F portfolio, value $1,632,991.
13F-HR 0001843294-26-000001 filed by Wealth Management Partners, 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 21,230 sharesChange vs previous 13F -395 shares
0.51% of the 13F portfolio, value $1,594,597.
13F-HR 0001843294-25-000004 filed by Wealth Management Partners, 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 21,625 sharesChange vs previous 13F -77,195 shares
0.52% of the 13F portfolio, value $1,477,655.
13F-HR 0001085146-25-003755 filed by Wealth Management Partners, 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 98,820 sharesChange vs previous 13F -375 shares
2.75% of the 13F portfolio, value $5,946,007.
13F-HR 0001085146-25-002028 filed by Wealth Management Partners, 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 99,195 sharesChange vs previous 13F +97 shares
2.52% of the 13F portfolio, value $5,831,681.
13F-HR 0001085146-25-000272 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 99,098 sharesChange vs previous 13F not available
2.97% of the 13F portfolio, value $6,401,748.
13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).