AVXL — ANAVEX LIFE SCIENCES CORP.

Ownership history in Summit Financial, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in ANAVEX LIFE SCIENCES CORP. (AVXL). 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.

Peak position
0.06% (2025 Q3)
Avg. % of fund
0.05%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 903,392 +459,121 +103.3% 0.05% $3.2M $3.56
2025 Q3 ADDED 444,271 +221,293 +99.2% 0.06% $4.0M $8.90
2025 Q2 INITIATED 222,978 — — 0.05% $2.1M $9.22
% of Fund (quarterly)    AVXL price (monthly, adj. close)

Other funds also holding AVXL

As of 2025 Q4 — sorted by position size

PVG ASSET MANAGEMENT CORP 3Y 7Y 1.64% AllSquare Wealth Management LLC 3Y 7Y 0.25% NWAM LLC 3Y 7Y 0.24% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.05% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.05% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.05% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.04% Hikari Power Ltd 3Y 7Y 0.02% Hayek Kallen Investment Management 3Y 7Y 0.02% SAXON INTERESTS, INC. 3Y 0.02%
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