Diversified Portfolios, Inc.: AVDE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversified Portfolios, Inc. on AVDE, newest first. How the timeline and the estimate are built.
Diversified Portfolios, Inc. held 994,311 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 994,311 sharesChange vs previous 13F +61,615 shares
6.43% of the 13F portfolio, value $88,692,550.
13F-HR 0000905729-26-000142 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 932,696 sharesChange vs previous 13F -10,905 shares
6.5% of the 13F portfolio, value $79,129,934.
13F-HR 0000905729-26-000095 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 943,601 sharesChange vs previous 13F +82,949 shares
6.47% of the 13F portfolio, value $77,677,201.
13F-HR 0000905729-26-000035 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 860,652 sharesChange vs previous 13F +50,341 shares
5.99% of the 13F portfolio, value $67,905,423.
13F-HR 0000905729-25-000183 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 810,311 sharesChange vs previous 13F +71,694 shares
5.72% of the 13F portfolio, value $59,971,098.
13F-HR 0000905729-25-000138 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 738,617 sharesChange vs previous 13F +64,737 shares
5.15% of the 13F portfolio, value $48,948,171.
13F-HR 0000905729-25-000079 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 673,880 sharesChange vs previous 13F +94,852 shares
4.51% of the 13F portfolio, value $41,356,036.
13F-HR 0000905729-25-000021 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 579,028 sharesChange vs previous 13F not available
4.36% of the 13F portfolio, value $38,812,276.
13F-HR 0000905729-24-000164 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).