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Disclosery

CURIO WEALTH, LLC: AVDV position timeline

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

CURIO WEALTH, LLC held 63,452 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,452 shares
    Change vs previous 13F +2,653 shares

    2.03% of the 13F portfolio, value $6,538,680.

    13F-HR 0002049201-26-000004 filed by CURIO WEALTH, 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 60,799 shares
    Change vs previous 13F +2,794 shares

    2.07% of the 13F portfolio, value $6,071,408.

    13F-HR 0002049201-26-000002 filed by CURIO WEALTH, 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 58,005 shares
    Change vs previous 13F +4,708 shares

    1.94% of the 13F portfolio, value $5,483,809.

    13F-HR 0002049201-26-000001 filed by CURIO WEALTH, 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 53,297 shares
    Change vs previous 13F +1,650 shares

    1.95% of the 13F portfolio, value $4,745,041.

    13F-HR 0002049201-25-000006 filed by CURIO WEALTH, 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 51,647 shares
    Change vs previous 13F +51,389 shares

    1.79% of the 13F portfolio, value $4,094,582.

    13F-HR 0002049201-25-000005 filed by CURIO WEALTH, 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 258 shares
    Change vs previous 13F -38,426 shares

    18.96% of the 13F portfolio, value $2,592,907.

    13F-HR 0002049201-25-000004 filed by CURIO WEALTH, 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 38,684 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,517,544.

    13F-HR 0002049201-25-000001 filed by CURIO WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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