Skip to content
Disclosery

Avant Financial Advisors LLC: AVDV position timeline

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

Avant Financial Advisors LLC held 60,142 AVDV 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 60,142 shares
    Change vs previous 13F +1,403 shares

    3.86% of the 13F portfolio, value $6,197,626.

    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 58,739 shares
    Change vs previous 13F +1,541 shares

    4.12% of the 13F portfolio, value $5,865,642.

    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 57,198 shares
    Change vs previous 13F -1,952 shares

    3.86% of the 13F portfolio, value $5,374,897.

    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 59,150 shares
    Change vs previous 13F +1,178 shares

    3.97% of the 13F portfolio, value $5,266,125.

    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 57,972 shares
    Change vs previous 13F +2,613 shares

    3.79% of the 13F portfolio, value $4,596,021.

    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 55,359 shares
    Change vs previous 13F +3,623 shares

    3.5% of the 13F portfolio, value $3,860,737.

    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 51,736 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $3,366,979.

    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).