AllGen Financial Advisors, Inc.: AVDV position timeline

AllGen Financial Advisors, Inc. held 33,914 AVDV 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 33,914 shares

   Change vs previous 13F +2,142 shares

   0.76% of the 13F portfolio, value $3,494,823.

   13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 31,772 shares

   Change vs previous 13F +512 shares

   0.75% of the 13F portfolio, value $3,172,677.

   13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2025-12-31

   13F 31,260 shares

   Change vs previous 13F +1,689 shares

   0.7% of the 13F portfolio, value $2,937,514.

   13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 29,571 shares

   Change vs previous 13F +5,151 shares

   0.65% of the 13F portfolio, value $2,632,706.

   13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 24,420 shares

   Change vs previous 13F not available

   0.52% of the 13F portfolio, value $1,936,018.

   13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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