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Disclosery

Annapolis Financial Services, LLC: AVDV position timeline

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

Annapolis Financial Services, LLC held 4,527 AVDV shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 4,527 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $319,924.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 4,527 shares
    Change vs previous 13F -548 shares

    0.1% of the 13F portfolio, value $294,029.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 5,075 shares
    Change vs previous 13F -23,829 shares

    0.11% of the 13F portfolio, value $334,240.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 28,904 shares
    Change vs previous 13F +1,249 shares

    0.45% of the 13F portfolio, value $1,806,207.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 27,655 shares
    Change vs previous 13F +1,978 shares

    0.46% of the 13F portfolio, value $1,599,855.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 25,677 shares
    Change vs previous 13F +1,200 shares

    0.42% of the 13F portfolio, value $1,477,982.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 24,477 shares
    Change vs previous 13F +798 shares

    0.43% of the 13F portfolio, value $1,431,430.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 23,679 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,310,646.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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