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WMG Financial Advisors, LLC: AVMV position timeline

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

WMG Financial Advisors, LLC held 136,540 AVMV 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 136,540 shares
    Change vs previous 13F -1,950 shares

    4.14% of the 13F portfolio, value $10,996,218.

    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 138,490 shares
    Change vs previous 13F +579 shares

    4.29% of the 13F portfolio, value $10,273,177.

    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 137,911 shares
    Change vs previous 13F +152 shares

    4.04% of the 13F portfolio, value $9,819,271.

    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 137,759 shares
    Change vs previous 13F -1,567 shares

    3.17% of the 13F portfolio, value $9,490,049.

    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 139,326 shares
    Change vs previous 13F +6,605 shares

    3.37% of the 13F portfolio, value $9,109,111.

    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 132,721 shares
    Change vs previous 13F +16,834 shares

    3.47% of the 13F portfolio, value $8,154,367.

    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 115,887 shares
    Change vs previous 13F +11,488 shares

    3.26% of the 13F portfolio, value $7,565,085.

    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 104,399 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $6,707,979.

    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).