Ownership history in Activest Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in AMERICAN (AVEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 113,939 | +1,992 | +1.8% | 1.64% | $8.8M | $76.97 |
| 2025 Q3 | ADDED | 111,947 | +97,653 | +683.2% | 1.70% | $8.4M | $73.91 |
| 2025 Q2 | ADDED | 14,294 | +669 | +4.9% | 0.24% | $980K | $67.45 |
| 2025 Q1 | ADDED | 13,625 | +955 | +7.5% | 0.22% | $820K | $58.57 |
| 2024 Q4 | ADDED | 12,670 | +2,255 | +21.7% | 0.21% | $745K | $57.23 |
| 2024 Q3 | ADDED | 10,415 | +41 | +0.4% | 0.21% | $673K | $61.56 |
| 2024 Q2 | ADDED | 10,374 | +1,128 | +12.2% | 0.21% | $634K | $58.22 |
| 2024 Q1 | ADDED | 9,246 | +9,157 | +10288.8% | 0.26% | $536K | $54.72 |
| 2023 Q3 | INITIATED | 89 | — | — | 0.00% | $5K | — |
As of 2025 Q4 — sorted by position size