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Capital Planning Advisors, LLC: AVDE position timeline

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

Capital Planning Advisors, LLC held 315,497 AVDE shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 315,497 shares
    Change vs previous 13F +6,045 shares

    3.87% of the 13F portfolio, value $26,766,765.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 309,452 shares
    Change vs previous 13F +6,440 shares

    3.41% of the 13F portfolio, value $25,474,089.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 303,012 shares
    Change vs previous 13F +13,972 shares

    3.28% of the 13F portfolio, value $23,907,647.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 289,040 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $21,391,850.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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