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Disclosery

Balance Wealth Partners LLC: AVDE position timeline

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

Balance Wealth Partners LLC held 42,016 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,016 shares
    Change vs previous 13F +4,611 shares

    1% of the 13F portfolio, value $3,747,865.

    13F-HR 0001754960-26-000596 filed by Balance 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 37,405 shares
    Change vs previous 13F +9,726 shares

    0.99% of the 13F portfolio, value $3,173,522.

    13F-HR 0001754960-26-000281 filed by Balance 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 27,679 shares
    Change vs previous 13F +4,470 shares

    0.73% of the 13F portfolio, value $2,278,518.

    13F-HR 0001754960-26-000102 filed by Balance 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 23,209 shares
    Change vs previous 13F +708 shares

    0.45% of the 13F portfolio, value $1,831,206.

    13F-HR 0001754960-25-000688 filed by Balance 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 22,501 shares
    Change vs previous 13F -1,603 shares

    0.98% of the 13F portfolio, value $1,665,335.

    13F-HR 0001754960-25-000599 filed by Balance 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 24,104 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,597,370.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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