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Disclosery

BWM Planning, LLC: AVDE position timeline

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

BWM Planning, LLC held 287,431 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 287,431 shares
    Change vs previous 13F +2,840 shares

    5.95% of the 13F portfolio, value $25,638,874.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 284,591 shares
    Change vs previous 13F -16,758 shares

    6.37% of the 13F portfolio, value $24,144,660.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 301,349 shares
    Change vs previous 13F +12,346 shares

    6.63% of the 13F portfolio, value $24,807,076.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 289,003 shares
    Change vs previous 13F +26,223 shares

    6.79% of the 13F portfolio, value $22,802,328.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 262,780 shares
    Change vs previous 13F +97,229 shares

    6.7% of the 13F portfolio, value $19,448,340.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 165,551 shares
    Change vs previous 13F +18,284 shares

    4.64% of the 13F portfolio, value $10,971,074.

    13F-HR 0001085146-25-003157 filed by BWM Planning, 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 147,267 shares
    Change vs previous 13F +25,989 shares

    3.93% of the 13F portfolio, value $9,037,796.

    13F-HR 0001085146-25-000408 filed by BWM Planning, 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 121,278 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $8,129,276.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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