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Beaird Harris Wealth Management, LLC: AVDV position timeline

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

Beaird Harris Wealth Management, LLC held 427,007 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 427,007 shares
    Change vs previous 13F +278 shares

    2.76% of the 13F portfolio, value $44,003,122.

    13F-HR 0001908938-26-000003 filed by Beaird Harris Wealth Management, 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 426,729 shares
    Change vs previous 13F -10,351 shares

    2.9% of the 13F portfolio, value $42,613,149.

    13F-HR 0001908938-26-000002 filed by Beaird Harris Wealth Management, 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 437,080 shares
    Change vs previous 13F -2,898 shares

    2.83% of the 13F portfolio, value $41,072,370.

    13F-HR 0001908938-26-000001 filed by Beaird Harris Wealth Management, 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 439,978 shares
    Change vs previous 13F -829 shares

    2.78% of the 13F portfolio, value $39,171,231.

    13F-HR 0001908938-25-000007 filed by Beaird Harris Wealth Management, 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 440,807 shares
    Change vs previous 13F +2,542 shares

    2.7% of the 13F portfolio, value $34,947,210.

    13F-HR 0001908938-25-000004 filed by Beaird Harris Wealth Management, 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 438,265 shares
    Change vs previous 13F +20,231 shares

    2.6% of the 13F portfolio, value $30,564,622.

    13F-HR 0001908938-25-000002 filed by Beaird Harris Wealth Management, 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 418,034 shares
    Change vs previous 13F +25,442 shares

    2.35% of the 13F portfolio, value $27,205,672.

    13F-HR 0001908938-25-000001 filed by Beaird Harris Wealth Management, 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 392,592 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $27,744,505.

    13F-HR 0001908938-24-000005 filed by Beaird Harris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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