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Factor Wealth Management LTD: AVDV position timeline

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

Factor Wealth Management LTD held 99,938 AVDV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 99,938 shares
    Change vs previous 13F +1,790 shares

    1.67% of the 13F portfolio, value $10,931,268.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 98,148 shares
    Change vs previous 13F +31,549 shares

    1.53% of the 13F portfolio, value $10,114,202.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 66,599 shares
    Change vs previous 13F +39,075 shares

    1.25% of the 13F portfolio, value $6,650,618.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 27,524 shares
    Change vs previous 13F +7,589 shares

    0.56% of the 13F portfolio, value $2,586,420.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 19,935 shares
    Change vs previous 13F +2,033 shares

    0.44% of the 13F portfolio, value $1,774,839.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,902 shares
    Change vs previous 13F -105 shares

    0.39% of the 13F portfolio, value $1,419,294.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,007 shares
    Change vs previous 13F +858 shares

    0.39% of the 13F portfolio, value $1,255,814.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,149 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,116,057.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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