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Activest Wealth Management: AVDE position timeline

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

Activest Wealth Management held 165,184 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,184 shares
    Change vs previous 13F +13,142 shares

    2.85% of the 13F portfolio, value $14,734,436.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 152,042 shares
    Change vs previous 13F +60,511 shares

    2.27% of the 13F portfolio, value $12,899,234.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 91,531 shares
    Change vs previous 13F +11,086 shares

    1.41% of the 13F portfolio, value $7,534,826.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 80,445 shares
    Change vs previous 13F +71,921 shares

    1.29% of the 13F portfolio, value $6,347,110.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 8,524 shares
    Change vs previous 13F +31 shares

    0.15% of the 13F portfolio, value $630,836.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 8,493 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $562,843.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 8,493 shares
    Change vs previous 13F +1,553 shares

    0.15% of the 13F portfolio, value $521,227.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 6,940 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $465,208.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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