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A4 Wealth Advisors LLC: AVDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A4 Wealth Advisors LLC on AVDE, newest first. How the timeline and the estimate are built.

A4 Wealth Advisors LLC held 5,185 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,185 shares
    Change vs previous 13F -4,946 shares

    0.31% of the 13F portfolio, value $462,502.

    13F-HR 0002033987-26-000006 filed by A4 Wealth Advisors 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 10,131 shares
    Change vs previous 13F -5,112 shares

    0.71% of the 13F portfolio, value $859,514.

    13F-HR 0002033987-26-000004 filed by A4 Wealth Advisors 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 15,243 shares
    Change vs previous 13F -5,849 shares

    1.09% of the 13F portfolio, value $1,254,804.

    13F-HR 0002033987-26-000002 filed by A4 Wealth Advisors 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 21,092 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,664,159.

    13F-HR 0002033987-25-000002 filed by A4 Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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