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Cascade Financial Partners, LLC: AVDV position timeline

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

Cascade Financial Partners, LLC held 52,960 AVDV 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 52,960 shares
    Change vs previous 13F +6,958 shares

    0.47% of the 13F portfolio, value $5,457,568.

    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 46,002 shares
    Change vs previous 13F +5,776 shares

    0.47% of the 13F portfolio, value $4,593,749.

    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 40,226 shares
    Change vs previous 13F +3,791 shares

    0.38% of the 13F portfolio, value $3,780,015.

    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 36,435 shares
    Change vs previous 13F +1,952 shares

    0.37% of the 13F portfolio, value $3,243,784.

    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 34,483 shares
    Change vs previous 13F +4,460 shares

    0.33% of the 13F portfolio, value $2,733,791.

    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 30,023 shares
    Change vs previous 13F +10,518 shares

    0.26% of the 13F portfolio, value $2,093,801.

    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 19,505 shares
    Change vs previous 13F +3,021 shares

    0.17% of the 13F portfolio, value $1,269,383.

    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 16,484 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,127,481.

    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).