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Disclosery

Avid Wealth Partners LLC: XAR position timeline

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

Avid Wealth Partners LLC held 7,185 XAR 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 7,185 shares
    Change vs previous 13F +3,096 shares

    0.99% of the 13F portfolio, value $2,039,031.

    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 4,089 shares
    Change vs previous 13F -206 shares

    0.49% of the 13F portfolio, value $1,038,524.

    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 4,295 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,036,126.

    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).