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Advisory Resource Group: AVDE position timeline

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

Advisory Resource Group held 146,247 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,247 shares
    Change vs previous 13F -591 shares

    1.96% of the 13F portfolio, value $13,045,232.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 146,838 shares
    Change vs previous 13F -1,373 shares

    2.14% of the 13F portfolio, value $12,457,736.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 148,211 shares
    Change vs previous 13F +492 shares

    2.15% of the 13F portfolio, value $12,200,730.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 147,719 shares
    Change vs previous 13F +4,016 shares

    2.09% of the 13F portfolio, value $11,655,029.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 143,703 shares
    Change vs previous 13F +28,949 shares

    2.04% of the 13F portfolio, value $10,635,459.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 114,754 shares
    Change vs previous 13F +33,540 shares

    1.55% of the 13F portfolio, value $7,604,748.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 81,214 shares
    Change vs previous 13F +7,462 shares

    1.06% of the 13F portfolio, value $4,984,103.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 73,752 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $4,943,597.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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