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Bedel Financial Consulting, Inc.: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bedel Financial Consulting, Inc. on AVDV, newest first. How the timeline and the estimate are built.

Bedel Financial Consulting, Inc. held 178,867 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,867 shares
    Change vs previous 13F +6,755 shares

    1.77% of the 13F portfolio, value $18,432,291.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, Inc.
    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 172,112 shares
    Change vs previous 13F +12,451 shares

    1.98% of the 13F portfolio, value $17,187,080.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, Inc.
    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 159,661 shares
    Change vs previous 13F +7,929 shares

    1.61% of the 13F portfolio, value $15,003,351.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, Inc.
    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 151,732 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $13,508,700.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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