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Broadway Wealth Solutions, Inc.: AVDE position timeline

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

Broadway Wealth Solutions, Inc. held 199,247 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,247 shares
    Change vs previous 13F +6,821 shares

    8.3% of the 13F portfolio, value $17,772,869.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, 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 192,426 shares
    Change vs previous 13F +1,125 shares

    8.44% of the 13F portfolio, value $16,325,424.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, 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 191,301 shares
    Change vs previous 13F +3,279 shares

    8.41% of the 13F portfolio, value $15,747,916.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, 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 188,022 shares
    Change vs previous 13F +11,872 shares

    8.32% of the 13F portfolio, value $14,834,943.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
    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 176,150 shares
    Change vs previous 13F +8,907 shares

    8.12% of the 13F portfolio, value $13,036,868.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
    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 167,243 shares
    Change vs previous 13F +8,162 shares

    8.09% of the 13F portfolio, value $11,083,201.

    13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, Inc.
    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 159,081 shares
    Change vs previous 13F not available

    7.4% of the 13F portfolio, value $9,762,808.

    13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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