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Disclosery

BSW Wealth Partners: AVDE position timeline

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

BSW Wealth Partners held 599,240 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 599,240 shares
    Change vs previous 13F -14,070 shares

    5.94% of the 13F portfolio, value $53,452,194.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 613,310 shares
    Change vs previous 13F -10,593 shares

    6.35% of the 13F portfolio, value $52,033,213.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 623,903 shares
    Change vs previous 13F -24,165 shares

    6.16% of the 13F portfolio, value $51,359,716.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 648,068 shares
    Change vs previous 13F +26,284 shares

    6.37% of the 13F portfolio, value $51,132,575.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 621,784 shares
    Change vs previous 13F +25,177 shares

    6.31% of the 13F portfolio, value $46,018,243.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 596,607 shares
    Change vs previous 13F +5,785 shares

    6% of the 13F portfolio, value $39,537,156.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 590,822 shares
    Change vs previous 13F -6,277 shares

    5.32% of the 13F portfolio, value $36,258,722.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 597,099 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $40,023,555.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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