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Disclosery

Falcon Wealth Planning: AVDE position timeline

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

Falcon Wealth Planning held 43,202 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,202 shares
    Change vs previous 13F -397 shares

    0.24% of the 13F portfolio, value $3,853,600.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 43,599 shares
    Change vs previous 13F -1,528 shares

    0.25% of the 13F portfolio, value $3,698,922.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 45,127 shares
    Change vs previous 13F +41 shares

    0.31% of the 13F portfolio, value $3,714,830.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 45,086 shares
    Change vs previous 13F -4,743 shares

    0.32% of the 13F portfolio, value $3,557,285.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 49,829 shares
    Change vs previous 13F -537 shares

    0.37% of the 13F portfolio, value $3,687,844.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 50,366 shares
    Change vs previous 13F -13,508 shares

    0.37% of the 13F portfolio, value $3,337,755.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 63,874 shares
    Change vs previous 13F +15,950 shares

    0.44% of the 13F portfolio, value $3,919,947.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 47,924 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,212,346.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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