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Aventura Private Wealth, LLC: ADI position timeline

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

Aventura Private Wealth, LLC held 4,283 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,283 shares
    Change vs previous 13F +147 shares

    0.52% of the 13F portfolio, value $1,700,942.

    13F-HR 0002074418-26-000007 filed by Aventura Private Wealth, 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 4,136 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,315,882.

    13F-HR 0002074418-26-000006 filed by Aventura Private Wealth, 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 4,136 shares
    Change vs previous 13F -173 shares

    0.4% of the 13F portfolio, value $1,121,723.

    13F-HR 0002074418-26-000001 filed by Aventura Private Wealth, 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 4,309 shares
    Change vs previous 13F +7 shares

    0.39% of the 13F portfolio, value $1,058,751.

    13F-HR 0002074418-26-000005 filed by Aventura Private Wealth, 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 4,302 shares
    Change vs previous 13F -17 shares

    0.44% of the 13F portfolio, value $1,023,984.

    13F-HR 0002074418-26-000004 filed by Aventura Private Wealth, 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 4,319 shares
    Change vs previous 13F -44 shares

    0.46% of the 13F portfolio, value $871,026.

    13F-HR 0002074418-26-000003 filed by Aventura Private Wealth, 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 4,363 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $926,969.

    13F-HR 0002074418-26-000002 filed by Aventura Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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