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Caliber Wealth Management, LLC / KS: AVDE position timeline

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

Caliber Wealth Management, LLC / KS held 272,559 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 272,559 shares
    Change vs previous 13F +2,652 shares

    2.35% of the 13F portfolio, value $24,312,223.

    13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
    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 269,907 shares
    Change vs previous 13F -1,045 shares

    2.51% of the 13F portfolio, value $22,898,903.

    13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
    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 270,952 shares
    Change vs previous 13F +191 shares

    2.4% of the 13F portfolio, value $22,304,778.

    13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
    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 270,761 shares
    Change vs previous 13F -7,099 shares

    2.38% of the 13F portfolio, value $21,363,055.

    13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
    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 277,860 shares
    Change vs previous 13F +6,622 shares

    2.21% of the 13F portfolio, value $20,564,412.

    13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
    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 271,238 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $17,974,951.

    13F-HR 0001085146-25-002672 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

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