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Aerodigm Wealth, LLC: AVDV position timeline

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

Aerodigm Wealth, LLC held 148,229 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,229 shares
    Change vs previous 13F +7,621 shares

    5.17% of the 13F portfolio, value $15,274,994.

    13F-HR 0001725547-26-000268 filed by Aerodigm Wealth, 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 140,608 shares
    Change vs previous 13F +2,297 shares

    5.28% of the 13F portfolio, value $14,041,111.

    13F-HR 0001725547-26-000146 filed by Aerodigm Wealth, 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/A 138,311 shares
    Change vs previous 13F +4,783 shares

    5.02% of the 13F portfolio, value $12,997,117.

    13F-HR/A 0001725547-26-000145 filed by Aerodigm Wealth, 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 133,528 shares
    Change vs previous 13F +4,602 shares

    5% of the 13F portfolio, value $11,881,293.

    13F-HR 0001725547-25-004217 filed by Aerodigm Wealth, LLC
    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 128,926 shares
    Change vs previous 13F -30,561 shares

    4.91% of the 13F portfolio, value $10,221,228.

    13F-HR 0001725547-25-003570 filed by Aerodigm Wealth, LLC
    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 159,487 shares
    Change vs previous 13F +47,945 shares

    6.2% of the 13F portfolio, value $11,122,601.

    13F-HR 0001725547-25-002048 filed by Aerodigm Wealth, LLC
    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 111,542 shares
    Change vs previous 13F +11,873 shares

    4.34% of the 13F portfolio, value $7,259,132.

    13F-HR 0001725547-25-000363 filed by Aerodigm Wealth, LLC
    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 99,669 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $7,043,600.

    13F-HR 0001725547-24-006349 filed by Aerodigm Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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