Skip to content
Disclosery

Austin Wealth Management, LLC: AVDV position timeline

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

Austin Wealth Management, LLC held 16,088 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 16,088 shares
    Change vs previous 13F +694 shares

    0.35% of the 13F portfolio, value $1,649,962.

    13F-HR 0002003112-26-000007 filed by Austin Wealth Management, 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 15,394 shares
    Change vs previous 13F -6,978 shares

    0.36% of the 13F portfolio, value $1,565,697.

    13F-HR 0002003112-26-000004 filed by Austin Wealth Management, 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 22,372 shares
    Change vs previous 13F +1,575 shares

    0.32% of the 13F portfolio, value $2,158,640.

    13F-HR 0002003112-26-000001 filed by Austin Wealth Management, 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 20,797 shares
    Change vs previous 13F +1,773 shares

    0.29% of the 13F portfolio, value $1,844,064.

    13F-HR 0002003112-25-000004 filed by Austin Wealth Management, 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 19,024 shares
    Change vs previous 13F +4,288 shares

    0.27% of the 13F portfolio, value $1,522,280.

    13F-HR 0001085146-25-004694 filed by Austin Wealth Management, 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 14,736 shares
    Change vs previous 13F +2,401 shares

    0.21% of the 13F portfolio, value $1,054,343.

    13F-HR 0001085146-25-002519 filed by Austin Wealth Management, 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 12,335 shares
    Change vs previous 13F +1,497 shares

    0.17% of the 13F portfolio, value $801,262.

    13F-HR 0001085146-25-000924 filed by Austin Wealth Management, 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 10,838 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $752,821.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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