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WealthPLAN Partners, LLC: AVEM position timeline

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

WealthPLAN Partners, LLC held 75,382 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 75,382 shares
    Change vs previous 13F -15,814 shares

    1.39% of the 13F portfolio, value $7,273,616.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 91,196 shares
    Change vs previous 13F +1,876 shares

    1.42% of the 13F portfolio, value $7,348,586.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 89,320 shares
    Change vs previous 13F +5,908 shares

    1.03% of the 13F portfolio, value $6,879,389.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 83,412 shares
    Change vs previous 13F +9,523 shares

    0.94% of the 13F portfolio, value $6,265,065.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 73,889 shares
    Change vs previous 13F -54,097 shares

    0.82% of the 13F portfolio, value $5,064,352.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, 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 127,986 shares
    Change vs previous 13F +6,359 shares

    1.09% of the 13F portfolio, value $7,700,898.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, 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 121,627 shares
    Change vs previous 13F -8,400 shares

    1.01% of the 13F portfolio, value $7,150,483.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, 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 130,027 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $8,399,714.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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