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Disclosery

Avid Wealth Partners LLC: OEF position timeline

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

Avid Wealth Partners LLC held 13,596 OEF 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 13,596 shares
    Change vs previous 13F -46,509 shares

    2.41% of the 13F portfolio, value $4,974,369.

    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 60,105 shares
    Change vs previous 13F +3,582 shares

    9.04% of the 13F portfolio, value $19,117,465.

    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 56,523 shares
    Change vs previous 13F +4,433 shares

    9.47% of the 13F portfolio, value $19,385,820.

    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 52,090 shares
    Change vs previous 13F +994 shares

    8.62% of the 13F portfolio, value $17,337,713.

    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 51,096 shares
    Change vs previous 13F -10,185 shares

    8.9% of the 13F portfolio, value $15,551,167.

    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).

  6. period ended2025-03-31
    13F 61,281 shares
    Change vs previous 13F +2,933 shares

    11.26% of the 13F portfolio, value $16,596,865.

    13F-HR 0001992344-25-000003 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).

  7. period ended2024-12-31
    13F 58,348 shares
    Change vs previous 13F -10,681 shares

    11.97% of the 13F portfolio, value $16,853,792.

    13F-HR 0001992344-25-000002 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).

  8. period ended2024-09-30
    13F 69,029 shares
    Change vs previous 13F not available

    13.52% of the 13F portfolio, value $19,104,506.

    13F-HR 0001992344-24-000006 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).