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Echo Wealth Management, LLC: AVDE position timeline

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

Echo Wealth Management, LLC held 321,389 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 321,389 shares
    Change vs previous 13F +25,169 shares

    14.63% of the 13F portfolio, value $28,667,876.

    13F-HR 0001398344-26-012617 filed by Echo 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 296,220 shares
    Change vs previous 13F +33,694 shares

    14.47% of the 13F portfolio, value $25,131,324.

    13F-HR 0001398344-26-006803 filed by Echo 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 262,526 shares
    Change vs previous 13F +31,080 shares

    12.62% of the 13F portfolio, value $21,611,126.

    13F-HR 0001398344-26-001002 filed by Echo 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 231,446 shares
    Change vs previous 13F +6,827 shares

    10.66% of the 13F portfolio, value $18,261,075.

    13F-HR 0001398344-25-019534 filed by Echo 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 224,619 shares
    Change vs previous 13F +42,018 shares

    10.19% of the 13F portfolio, value $16,624,039.

    13F-HR 0001398344-25-013461 filed by Echo 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 182,601 shares
    Change vs previous 13F +2,064 shares

    8.18% of the 13F portfolio, value $12,100,974.

    13F-HR 0001398344-25-007422 filed by Echo 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 180,537 shares
    Change vs previous 13F +15,863 shares

    7.66% of the 13F portfolio, value $11,079,551.

    13F-HR 0001398344-25-000865 filed by Echo 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 164,674 shares
    Change vs previous 13F not available

    7.57% of the 13F portfolio, value $10,827,294.

    13F-HR 0001398344-24-019033 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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