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Bright Futures Wealth Management, LLC.: AVDV position timeline

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

Bright Futures Wealth Management, LLC. held 25,311 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,311 shares
    Change vs previous 13F -7,248 shares

    1.69% of the 13F portfolio, value $2,608,259.

    13F-HR 0001803980-26-000004 filed by Bright Futures 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 32,559 shares
    Change vs previous 13F -5,851 shares

    2.23% of the 13F portfolio, value $3,251,323.

    13F-HR 0001803980-26-000002 filed by Bright Futures 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 38,410 shares
    Change vs previous 13F -1,391 shares

    2.67% of the 13F portfolio, value $3,609,433.

    13F-HR 0001803980-26-000001 filed by Bright Futures 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 39,801 shares
    Change vs previous 13F -1,442 shares

    2.77% of the 13F portfolio, value $3,543,517.

    13F-HR 0001803980-25-000007 filed by Bright Futures 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 ended2025-03-31
    13F 41,243 shares
    Change vs previous 13F -7,534 shares

    3.17% of the 13F portfolio, value $2,887,838.

    13F-HR 0001803980-25-000002 filed by Bright Futures 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 ended2024-12-31
    13F 48,777 shares
    Change vs previous 13F -1,031 shares

    2.87% of the 13F portfolio, value $3,230,504.

    13F-HR 0001803980-25-000001 filed by Bright Futures 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 ended2024-09-30
    13F 49,808 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $3,338,661.

    13F-HR 0001803980-24-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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