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Avant Financial Advisors LLC: AVDE position timeline

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

Avant Financial Advisors LLC held 21,666 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,666 shares
    Change vs previous 13F +2,220 shares

    1.2% of the 13F portfolio, value $1,932,608.

    13F-HR 0001951757-26-000953 filed by Avant Financial Advisors 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 19,446 shares
    Change vs previous 13F +34 shares

    1.16% of the 13F portfolio, value $1,649,799.

    13F-HR 0001951757-26-000711 filed by Avant Financial Advisors 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 19,412 shares
    Change vs previous 13F +222 shares

    1.15% of the 13F portfolio, value $1,597,996.

    13F-HR 0001951757-26-000158 filed by Avant Financial Advisors 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 19,190 shares
    Change vs previous 13F +566 shares

    1.14% of the 13F portfolio, value $1,514,091.

    13F-HR 0001951757-25-001262 filed by Avant Financial Advisors 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 18,624 shares
    Change vs previous 13F +692 shares

    1.14% of the 13F portfolio, value $1,378,363.

    13F-HR 0001951757-25-001021 filed by Avant Financial Advisors 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 17,932 shares
    Change vs previous 13F +871 shares

    1.08% of the 13F portfolio, value $1,188,354.

    13F-HR 0001951757-25-000542 filed by Avant Financial Advisors 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 17,061 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,047,034.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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