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BWM Planning, LLC: AVDV position timeline

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

BWM Planning, LLC held 33,699 AVDV 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 33,699 shares
    Change vs previous 13F -168 shares

    0.81% of the 13F portfolio, value $3,472,666.

    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 33,867 shares
    Change vs previous 13F -3,724 shares

    0.89% of the 13F portfolio, value $3,381,988.

    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 37,591 shares
    Change vs previous 13F +1,869 shares

    0.94% of the 13F portfolio, value $3,532,382.

    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 35,722 shares
    Change vs previous 13F +1,737 shares

    0.95% of the 13F portfolio, value $3,180,347.

    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 33,985 shares
    Change vs previous 13F +4,658 shares

    0.93% of the 13F portfolio, value $2,694,346.

    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 29,327 shares
    Change vs previous 13F +1,111 shares

    0.87% of the 13F portfolio, value $2,045,239.

    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 28,216 shares
    Change vs previous 13F +4,061 shares

    0.8% of the 13F portfolio, value $1,836,267.

    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 24,155 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,707,055.

    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).