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Disclosery

Avid Wealth Partners LLC: MA position timeline

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

Avid Wealth Partners LLC held 432 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 432 shares
    Change vs previous 13F -19 shares

    0.11% of the 13F portfolio, value $221,875.

    13F-HR 0001992344-26-000007 filed by Avid Wealth Partners 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 451 shares
    Change vs previous 13F +46 shares

    0.11% of the 13F portfolio, value $225,347.

    13F-HR 0001992344-26-000005 filed by Avid Wealth Partners 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 405 shares
    Change vs previous 13F -2 shares

    0.11% of the 13F portfolio, value $231,206.

    13F-HR 0001992344-26-000003 filed by Avid Wealth Partners 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 407 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $231,506.

    13F-HR 0001992344-25-000009 filed by Avid Wealth Partners 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 404 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $227,024.

    13F-HR 0001992344-25-000005 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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