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AVAII WEALTH MANAGEMENT, LLC: TDIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVAII WEALTH MANAGEMENT, LLC on TDIV, newest first. How the timeline and the estimate are built.

AVAII WEALTH MANAGEMENT, LLC held 3,033 TDIV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,033 shares
    Change vs previous 13F +68 shares

    0.1% of the 13F portfolio, value $350,165.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,965 shares
    Change vs previous 13F -282 shares

    0.1% of the 13F portfolio, value $340,598.

    13F-HR 0001951757-26-001196 filed by AVAII 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 ended2026-03-31
    13F 3,247 shares
    Change vs previous 13F -134,884 shares

    0.11% of the 13F portfolio, value $304,118.

    13F-HR 0001951757-26-000654 filed by AVAII 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 ended2025-12-31
    13F 138,131 shares
    Change vs previous 13F +27,103 shares

    4.85% of the 13F portfolio, value $13,376,649.

    13F-HR 0001951757-26-000068 filed by AVAII 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 ended2025-09-30
    13F 111,028 shares
    Change vs previous 13F +3,802 shares

    4.16% of the 13F portfolio, value $10,946,280.

    13F-HR 0001951757-25-001183 filed by AVAII 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 ended2025-06-30
    13F 107,226 shares
    Change vs previous 13F +60 shares

    4.3% of the 13F portfolio, value $9,668,559.

    13F-HR 0001951757-25-000828 filed by AVAII 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 ended2025-03-31
    13F/A 107,166 shares
    Change vs previous 13F -11,889 shares

    4.21% of the 13F portfolio, value $7,888,468.

    13F-HR/A 0001951757-25-000376 filed by AVAII 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 ended2024-12-31
    13F 119,055 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $9,341,074.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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