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CASTLE WEALTH MANAGEMENT LLC: AVDE position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 104,669 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,669 shares
    Change vs previous 13F -1,553 shares

    2.77% of the 13F portfolio, value $9,336,477.

    13F-HR 0001936420-26-000005 filed by CASTLE 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 106,222 shares
    Change vs previous 13F +1,016 shares

    2.92% of the 13F portfolio, value $9,011,902.

    13F-HR 0001936420-26-000003 filed by CASTLE 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 105,206 shares
    Change vs previous 13F -3,272 shares

    2.87% of the 13F portfolio, value $8,660,533.

    13F-HR 0001936420-26-000001 filed by CASTLE 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 108,478 shares
    Change vs previous 13F -2,670 shares

    2.89% of the 13F portfolio, value $8,558,925.

    13F-HR 0001936420-25-000008 filed by CASTLE 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 111,148 shares
    Change vs previous 13F +687 shares

    2.99% of the 13F portfolio, value $8,226,073.

    13F-HR 0001936420-25-000005 filed by CASTLE 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 110,461 shares
    Change vs previous 13F -495 shares

    2.87% of the 13F portfolio, value $7,320,245.

    13F-HR 0001936420-25-000003 filed by CASTLE 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 110,956 shares
    Change vs previous 13F -3,755 shares

    2.68% of the 13F portfolio, value $6,809,364.

    13F-HR 0001936420-25-000001 filed by CASTLE WEALTH MANAGEMENT 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 114,711 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $7,689,092.

    13F-HR 0001936420-24-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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