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WMG Financial Advisors, LLC: AVGE position timeline

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

WMG Financial Advisors, LLC held 18,268 AVGE 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 18,268 shares
    Change vs previous 13F -1,082 shares

    0.68% of the 13F portfolio, value $1,810,393.

    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 19,350 shares
    Change vs previous 13F +3,452 shares

    0.71% of the 13F portfolio, value $1,703,204.

    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 15,898 shares
    Change vs previous 13F -755 shares

    0.56% of the 13F portfolio, value $1,365,792.

    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 16,653 shares
    Change vs previous 13F -1,851 shares

    0.46% of the 13F portfolio, value $1,389,038.

    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 18,504 shares
    Change vs previous 13F +563 shares

    0.53% of the 13F portfolio, value $1,433,654.

    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 17,941 shares
    Change vs previous 13F +165 shares

    0.54% of the 13F portfolio, value $1,277,229.

    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 17,776 shares
    Change vs previous 13F +342 shares

    0.55% of the 13F portfolio, value $1,286,458.

    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 17,434 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,287,850.

    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).