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Capstone Wealth Management, LLC: AVDV position timeline

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

Capstone Wealth Management, LLC held 33,085 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 33,085 shares
    Change vs previous 13F +428 shares

    1.58% of the 13F portfolio, value $3,409,413.

    13F-HR 0001725547-26-000245 filed by Capstone Wealth Management, 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 32,657 shares
    Change vs previous 13F +1,524 shares

    2.27% of the 13F portfolio, value $3,261,165.

    13F-HR 0001725547-26-000141 filed by Capstone Wealth Management, 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 31,133 shares
    Change vs previous 13F +348 shares

    2.13% of the 13F portfolio, value $2,925,534.

    13F-HR 0001725547-26-000035 filed by Capstone Wealth Management, 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 30,785 shares
    Change vs previous 13F +1,606 shares

    2.11% of the 13F portfolio, value $2,740,754.

    13F-HR 0001725547-25-004106 filed by Capstone Wealth Management, 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 29,179 shares
    Change vs previous 13F +7,731 shares

    2.03% of the 13F portfolio, value $2,313,280.

    13F-HR 0001725547-25-003416 filed by Capstone Wealth Management, 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 21,448 shares
    Change vs previous 13F +1,356 shares

    1.49% of the 13F portfolio, value $1,495,806.

    13F-HR 0001725547-25-001416 filed by Capstone Wealth Management, 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 20,092 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,307,608.

    13F-HR 0001725547-25-000137 filed by Capstone Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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