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Disclosery

Avid Wealth Partners LLC: SUB position timeline

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

Avid Wealth Partners LLC held 4,343 SUB 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 4,343 shares
    Change vs previous 13F -6,138 shares

    0.22% of the 13F portfolio, value $462,399.

    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 10,481 shares
    Change vs previous 13F -595 shares

    0.53% of the 13F portfolio, value $1,116,226.

    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 11,076 shares
    Change vs previous 13F -766 shares

    0.58% of the 13F portfolio, value $1,181,809.

    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 11,842 shares
    Change vs previous 13F -230 shares

    0.63% of the 13F portfolio, value $1,264,489.

    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 12,072 shares
    Change vs previous 13F +2,750 shares

    0.73% of the 13F portfolio, value $1,283,736.

    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 9,322 shares
    Change vs previous 13F +4,002 shares

    0.67% of the 13F portfolio, value $984,403.

    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 5,320 shares
    Change vs previous 13F -3,758 shares

    0.4% of the 13F portfolio, value $561,154.

    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 9,078 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $963,993.

    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).