Skip to content
Disclosery

Cornerstone Wealth Partners, LLC: AVDV position timeline

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

Cornerstone Wealth Partners, LLC held 162,609 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,609 shares
    Change vs previous 13F +17,368 shares

    7.79% of the 13F portfolio, value $16,756,867.

    13F-HR 0001999371-26-016800 filed by Cornerstone Wealth 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 145,241 shares
    Change vs previous 13F +14,530 shares

    8.23% of the 13F portfolio, value $14,503,688.

    13F-HR 0001999371-26-010548 filed by Cornerstone Wealth 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 130,711 shares
    Change vs previous 13F not available

    8.52% of the 13F portfolio, value $12,282,741.

    13F-HR 0001999371-26-003372 filed by Cornerstone Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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