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Disclosery

Dogwood Wealth Management LLC: AVDV position timeline

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

Dogwood Wealth Management LLC held 17,650 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,650 shares
    Change vs previous 13F -544 shares

    0.72% of the 13F portfolio, value $1,818,796.

    13F-HR 0002056922-26-000003 filed by Dogwood 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 18,194 shares
    Change vs previous 13F -652 shares

    0.79% of the 13F portfolio, value $1,816,897.

    13F-HR 0002056922-26-000002 filed by Dogwood 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 18,846 shares
    Change vs previous 13F -1,478 shares

    0.78% of the 13F portfolio, value $1,770,983.

    13F-HR 0002056922-26-000001 filed by Dogwood 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 20,324 shares
    Change vs previous 13F -1,131 shares

    0.82% of the 13F portfolio, value $1,809,475.

    13F-HR 0002056922-25-000011 filed by Dogwood 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 21,455 shares
    Change vs previous 13F -2,347 shares

    0.84% of the 13F portfolio, value $1,718,749.

    13F-HR 0002056922-25-000007 filed by Dogwood 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 23,802 shares
    Change vs previous 13F -907 shares

    0.87% of the 13F portfolio, value $1,659,926.

    13F-HR 0002056922-25-000006 filed by Dogwood 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 24,709 shares
    Change vs previous 13F -631 shares

    0.85% of the 13F portfolio, value $1,608,082.

    13F-HR 0002056922-25-000005 filed by Dogwood 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 25,340 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,790,770.

    13F-HR 0002056922-25-000003 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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