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Brown Financial Advisory: AVDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brown Financial Advisory on AVDE, newest first. How the timeline and the estimate are built.

Brown Financial Advisory held 25,603 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,603 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $2,283,788.

    13F-HR 0001843853-26-000004 filed by Brown Financial Advisory
    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 25,603 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $2,172,159.

    13F-HR 0001843853-26-000002 filed by Brown Financial Advisory
    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 25,603 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $2,107,639.

    13F-HR 0001843853-26-000001 filed by Brown Financial Advisory
    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 25,603 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $2,020,077.

    13F-HR 0001843853-25-000002 filed by Brown Financial Advisory
    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 25,603 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $1,894,879.

    13F-HR 0001085146-25-004194 filed by Brown Financial Advisory
    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 25,603 shares
    Change vs previous 13F -2,475 shares

    1.07% of the 13F portfolio, value $1,696,711.

    13F-HR 0001085146-25-002457 filed by Brown Financial Advisory
    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 28,078 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $1,723,147.

    13F-HR 0001085146-25-000458 filed by Brown Financial Advisory
    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 28,078 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,882,069.

    13F-HR 0001085146-24-005123 filed by Brown Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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