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Disclosery

Cascade Financial Partners, LLC: AVDE position timeline

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

Cascade Financial Partners, LLC held 31,033 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,033 shares
    Change vs previous 13F -594 shares

    0.24% of the 13F portfolio, value $2,768,144.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, 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 31,627 shares
    Change vs previous 13F -1,568 shares

    0.28% of the 13F portfolio, value $2,683,235.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, 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 33,195 shares
    Change vs previous 13F -3,428 shares

    0.28% of the 13F portfolio, value $2,732,612.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, 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 36,623 shares
    Change vs previous 13F -700 shares

    0.33% of the 13F portfolio, value $2,889,555.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, 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 37,323 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $2,762,275.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, 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 37,323 shares
    Change vs previous 13F -1,152 shares

    0.31% of the 13F portfolio, value $2,473,395.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, 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 38,475 shares
    Change vs previous 13F +6,930 shares

    0.31% of the 13F portfolio, value $2,361,211.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, 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 31,545 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,047,901.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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