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Disclosery

WorthPointe, LLC: AVEM position timeline

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

WorthPointe, LLC held 51,214 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,214 shares
    Change vs previous 13F +3,388 shares

    1.24% of the 13F portfolio, value $4,941,620.

    13F-HR 0001172661-26-002988 filed by WorthPointe, 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 47,826 shares
    Change vs previous 13F -9,613 shares

    1.05% of the 13F portfolio, value $3,853,815.

    13F-HR 0001172661-26-001733 filed by WorthPointe, 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 57,439 shares
    Change vs previous 13F -495 shares

    1.16% of the 13F portfolio, value $4,423,964.

    13F-HR 0001172661-26-000300 filed by WorthPointe, 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 57,934 shares
    Change vs previous 13F +1,332 shares

    1.63% of the 13F portfolio, value $4,351,404.

    13F-HR 0001172661-25-004324 filed by WorthPointe, 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 56,602 shares
    Change vs previous 13F -6,788 shares

    1.63% of the 13F portfolio, value $3,879,484.

    13F-HR 0001172661-25-002895 filed by WorthPointe, 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 63,390 shares
    Change vs previous 13F +1,328 shares

    1.74% of the 13F portfolio, value $3,814,183.

    13F-HR 0001172661-25-001581 filed by WorthPointe, 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 62,062 shares
    Change vs previous 13F +3,727 shares

    1.52% of the 13F portfolio, value $3,648,634.

    13F-HR 0001172661-25-000667 filed by WorthPointe, 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 58,335 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $3,768,444.

    13F-HR 0001172661-24-004676 filed by WorthPointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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