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Disclosery

Concord Wealth Partners: AVEM position timeline

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

Concord Wealth Partners held 481,589 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 481,589 shares
    Change vs previous 13F -5,254 shares

    3.06% of the 13F portfolio, value $46,468,518.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 247,850 shares
    • Concord Asset Management, LLC/VA: 233,739 shares

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

  2. period ended2026-03-31
    13F 486,843 shares
    Change vs previous 13F +15,302 shares

    2.88% of the 13F portfolio, value $39,229,779.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 248,102 shares
    • Concord Asset Management, LLC/VA: 238,741 shares

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

  3. period ended2025-12-31
    13F 471,541 shares
    Change vs previous 13F +24,396 shares

    2.7% of the 13F portfolio, value $36,318,074.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 242,611 shares
    • Concord Asset Management, LLC/VA: 228,930 shares

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

  4. period ended2025-09-30
    13F 447,145 shares
    Change vs previous 13F +100,855 shares

    2.63% of the 13F portfolio, value $33,585,036.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 228,740 shares
    • Concord Asset Management, LLC/VA: 218,405 shares

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

  5. period ended2025-06-30
    13F 346,290 shares
    Change vs previous 13F +48,753 shares

    1.76% of the 13F portfolio, value $23,734,690.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 173,145 shares
    • Concord Asset Management, LLC/VA: 173,145 shares

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

  6. period ended2025-03-31
    13F 297,537 shares
    Change vs previous 13F -120,051 shares

    1.68% of the 13F portfolio, value $17,811,623.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 150,423 shares
    • Concord Asset Management, LLC/VA: 147,114 shares

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

  7. period ended2024-12-31
    13F 417,588 shares
    Change vs previous 13F -19,712 shares

    2.3% of the 13F portfolio, value $24,550,024.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 214,941 shares
    • Concord Asset Management, LLC/VA: 202,647 shares

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

  8. period ended2024-09-30
    13F 437,300 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $28,249,600.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 225,477 shares
    • Concord Asset Management, LLC/VA: 211,823 shares

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