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WealthPlan Investment Management, LLC: AVEM position timeline

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

WealthPlan Investment Management, LLC held 205,128 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,128 shares
    Change vs previous 13F -7,058 shares

    0.98% of the 13F portfolio, value $19,792,798.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 212,186 shares
    Change vs previous 13F -17,792 shares

    0.95% of the 13F portfolio, value $17,097,954.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, 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 229,978 shares
    Change vs previous 13F +6,450 shares

    1.13% of the 13F portfolio, value $17,712,877.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, 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 223,528 shares
    Change vs previous 13F +41,661 shares

    1.11% of the 13F portfolio, value $16,789,183.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, 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 181,867 shares
    Change vs previous 13F +69,084 shares

    0.91% of the 13F portfolio, value $12,465,167.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, 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 112,783 shares
    Change vs previous 13F +2,114 shares

    0.67% of the 13F portfolio, value $6,786,129.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, 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 110,669 shares
    Change vs previous 13F +9,067 shares

    0.64% of the 13F portfolio, value $6,506,232.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, 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 101,602 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $6,563,510.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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