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Disclosery

Bull Oak Capital, LLC: AVDV position timeline

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

Bull Oak Capital, LLC held 76,925 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,925 shares
    Change vs previous 13F +483 shares

    2.64% of the 13F portfolio, value $7,927,102.

    13F-HR 0001824263-26-000004 filed by Bull Oak Capital, 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 76,442 shares
    Change vs previous 13F +2,511 shares

    2.93% of the 13F portfolio, value $7,633,498.

    13F-HR 0001824263-26-000003 filed by Bull Oak Capital, 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 73,931 shares
    Change vs previous 13F +285 shares

    2.84% of the 13F portfolio, value $6,947,296.

    13F-HR 0001824263-26-000001 filed by Bull Oak Capital, 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 73,646 shares
    Change vs previous 13F -3,171 shares

    2.78% of the 13F portfolio, value $6,556,703.

    13F-HR 0001824263-25-000008 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 76,817 shares
    Change vs previous 13F -17,565 shares

    2.77% of the 13F portfolio, value $6,090,046.

    13F-HR 0001824263-25-000002 filed by Bull Oak Capital, LLC
    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 94,382 shares
    Change vs previous 13F +31,409 shares

    3.59% of the 13F portfolio, value $6,582,170.

    13F-HR 0002054264-25-000012 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 62,973 shares
    Change vs previous 13F +5,477 shares

    2.28% of the 13F portfolio, value $4,098,279.

    13F-HR 0001824263-25-000001 filed by Bull Oak Capital, LLC
    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 57,496 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $4,063,221.

    13F-HR 0001824263-24-000005 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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