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Discipline Wealth Solutions, LLC: AVDV position timeline

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

Discipline Wealth Solutions, LLC held 195,266 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,266 shares
    Change vs previous 13F +3,746 shares

    1.76% of the 13F portfolio, value $20,122,199.

    13F-HR 0002010507-26-000003 filed by Discipline Wealth Solutions, 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 191,520 shares
    Change vs previous 13F +74,592 shares

    2.01% of the 13F portfolio, value $19,125,138.

    13F-HR 0002010507-26-000002 filed by Discipline Wealth Solutions, 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 116,928 shares
    Change vs previous 13F +44,561 shares

    2.04% of the 13F portfolio, value $10,987,687.

    13F-HR 0002010507-26-000001 filed by Discipline Wealth Solutions, 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 72,367 shares
    Change vs previous 13F +16,761 shares

    1.7% of the 13F portfolio, value $6,442,865.

    13F-HR 0002010507-25-000006 filed by Discipline Wealth Solutions, 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 55,606 shares
    Change vs previous 13F +11,078 shares

    1.69% of the 13F portfolio, value $4,408,430.

    13F-HR 0002010507-25-000004 filed by Discipline Wealth Solutions, 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 44,528 shares
    Change vs previous 13F -2,391 shares

    1.48% of the 13F portfolio, value $3,105,367.

    13F-HR 0002010507-25-000002 filed by Discipline Wealth Solutions, 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 46,919 shares
    Change vs previous 13F +3,819 shares

    1.41% of the 13F portfolio, value $3,053,511.

    13F-HR 0002011580-25-000002 filed by Discipline Wealth Solutions, 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 43,100 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $3,045,860.

    13F-HR 0002010507-24-000006 filed by Discipline Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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