Skip to content
Disclosery

Allworth Financial LP: AVDE position timeline

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

Allworth Financial LP held 276,538 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 276,538 shares
    Change vs previous 13F +74,724 shares

    0.1% of the 13F portfolio, value $24,667,223.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 201,814 shares
    Change vs previous 13F +57,106 shares

    0.07% of the 13F portfolio, value $17,121,933.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 144,708 shares
    Change vs previous 13F +105,284 shares

    0.05% of the 13F portfolio, value $11,912,350.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 39,424 shares
    Change vs previous 13F +34,369 shares

    0.01% of the 13F portfolio, value $3,110,587.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 5,055 shares
    Change vs previous 13F +281 shares

    <0.01% of the 13F portfolio, value $374,152.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 4,774 shares
    Change vs previous 13F +1,211 shares

    <0.01% of the 13F portfolio, value $325,239.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 3,563 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $224,785.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 3,563 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $238,818.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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