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Disclosery

Cerity Partners LLC: AVEM position timeline

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

Cerity Partners LLC held 2,560,321 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,560,321 shares
    Change vs previous 13F -810,135 shares

    0.3% of the 13F portfolio, value $247,045,041.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 2,558,075 shares
    • Cerity Partners Retirement Plan Advisors LLC: 2,246 shares

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

  2. period ended2026-03-31
    13F 3,370,456 shares
    Change vs previous 13F +484,198 shares

    0.39% of the 13F portfolio, value $271,591,856.

    13F-HR 0001172661-26-002233 filed by Cerity 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 2,886,258 shares
    Change vs previous 13F +199,045 shares

    0.33% of the 13F portfolio, value $223,341,472.

    13F-HR 0001172661-26-000617 filed by Cerity 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 2,687,213 shares
    Change vs previous 13F +72,106 shares

    0.33% of the 13F portfolio, value $202,060,713.

    13F-HR 0001566475-25-000018 filed by Cerity 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 2,615,107 shares
    Change vs previous 13F +319,867 shares

    0.32% of the 13F portfolio, value $179,713,629.

    13F-HR 0001566475-25-000013 filed by Cerity 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 2,295,240 shares
    Change vs previous 13F +100,298 shares

    0.28% of the 13F portfolio, value $138,104,583.

    13F-HR 0001566475-25-000008 filed by Cerity 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 2,194,942 shares
    Change vs previous 13F +60,499 shares

    0.28% of the 13F portfolio, value $129,040,607.

    13F-HR 0001566475-25-000002 filed by Cerity 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 2,134,443 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $137,885,010.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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