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AGH Wealth Advisors, LLC: AVDE position timeline

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

AGH Wealth Advisors, LLC held 93,519 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,519 shares
    Change vs previous 13F +4,404 shares

    5.26% of the 13F portfolio, value $8,343,349.

    13F-HR 0002061010-26-000003 filed by AGH 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 89,115 shares
    Change vs previous 13F -29,764 shares

    5.57% of the 13F portfolio, value $7,561,926.

    13F-HR 0002061010-26-000002 filed by AGH 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 118,879 shares
    Change vs previous 13F +1,867 shares

    7.35% of the 13F portfolio, value $9,787,434.

    13F-HR 0002061010-26-000001 filed by AGH 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 117,012 shares
    Change vs previous 13F +2,715 shares

    6.77% of the 13F portfolio, value $9,233,656.

    13F-HR 0002061010-25-000002 filed by AGH Wealth Advisors, 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 114,297 shares
    Change vs previous 13F +517 shares

    6.97% of the 13F portfolio, value $8,460,435.

    13F-HR 0001085146-25-004521 filed by AGH Wealth Advisors, 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 113,780 shares
    Change vs previous 13F +39,858 shares

    7.27% of the 13F portfolio, value $7,541,198.

    13F-HR 0001085146-25-002056 filed by AGH Wealth Advisors, 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 73,922 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $4,536,601.

    13F-HR 0001085146-25-001890 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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