Skip to content
Disclosery

WMG Financial Advisors, LLC: AVEM position timeline

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

WMG Financial Advisors, LLC held 102,989 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,989 shares
    Change vs previous 13F +255 shares

    3.74% of the 13F portfolio, value $9,937,369.

    13F-HR 0002085853-26-000819 filed by WMG 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 102,734 shares
    Change vs previous 13F -6,731 shares

    3.45% of the 13F portfolio, value $8,278,284.

    13F-HR 0002085853-26-000472 filed by WMG 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 109,465 shares
    Change vs previous 13F +677 shares

    3.47% of the 13F portfolio, value $8,430,984.

    13F-HR 0002085853-26-000115 filed by WMG 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 108,788 shares
    Change vs previous 13F -1,839 shares

    2.73% of the 13F portfolio, value $8,171,055.

    13F-HR 0002085853-25-000146 filed by WMG 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 110,627 shares
    Change vs previous 13F +3,701 shares

    2.81% of the 13F portfolio, value $7,582,386.

    13F-HR 0001667731-25-000945 filed by WMG 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 106,926 shares
    Change vs previous 13F +3,633 shares

    2.74% of the 13F portfolio, value $6,433,736.

    13F-HR 0001667731-25-000597 filed by WMG Financial Advisors, 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 103,293 shares
    Change vs previous 13F +5,579 shares

    2.61% of the 13F portfolio, value $6,072,594.

    13F-HR 0001667731-25-000213 filed by WMG Financial Advisors, 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 97,714 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $6,312,342.

    13F-HR 0001906711-24-000004 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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